Unclaimed Profile

Margaret S. Heydorn

HEYDORN STONE CAPITAL MANAGEMENT LLC·LARCHMONT, New York

Series 7, Series 66Clean record22 years registeredHEYDORN STONE CAPITAL MANAGEMENT LLC

2039 PALMER AVENUE, LARCHMONT, NY 10538CRD# 4145016Firm CRD# 125903

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Margaret S. Heydorn · LARCHMONT, NY

Registration

CRD #4145016 · HEYDORN STONE CAPITAL MANAGEMENT LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HEYDORN STONE CAPITAL MANAGEMENT LLC

HEYDORN STONE CAPITAL MANAGEMENT LLC

May 2004 – Jan 2026

Larchmont, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 20, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HEYDORN STONE CAPITAL MANAGEMENT LLC

CRD 125903 · SEC 801-64133

AUM

$111M

Regulatory assets under management

Employees

329 client accounts

Services offered by HEYDORN STONE CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HEYDORN STONE CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Margaret S. Heydorn offer?

Margaret S. Heydorn specializes in Financial Planning, Investment Management.

What are Margaret S. Heydorn's credentials?

Margaret S. Heydorn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Margaret S. Heydorn located?

Margaret S. Heydorn is based in LARCHMONT, New York, last registered with HEYDORN STONE CAPITAL MANAGEMENT LLC.

How does Margaret S. Heydorn charge for services?

Margaret S. Heydorn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEYDORN STONE CAPITAL MANAGEMENT LLC?

HEYDORN STONE CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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