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MARSTONE LLC
MARSTONE LLC
PROVIDENCE, Rhode Island
·
5 registered advisors
·
CRD# 164810
SEC# 801-78264
0
212.203.7790
01
Firm Overview
AUM
$2M
Regulatory assets under management
Employees
29
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at MARSTONE LLC
5 registered advisors
Burton J Esrig
NEW YORK, New York
CRD# 1262656
Christopher Dalton Lavine
PROVIDENCE, Rhode Island
CRD# 5575702
James Uruba
PROVIDENCE, Rhode Island
CRD# 7308398
Marc B. Minor
NEW YORK, New York
CRD# 6623029
Margaret Josephine Hartigan
PROVIDENCE, Rhode Island
CRD# 4604083
05
Office Locations
PROVIDENCE, Rhode Island
3 advisors
NEW YORK, New York
2 advisors
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Data sourced from SEC Form ADV filings. MARSTONE LLC (CRD# 164810) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.