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STONE BEACH INVESTMENT MANAGEMENT, LLC
STONE BEACH INVESTMENT MANAGEMENT, LLC
NEW CANAAN, Connecticut
·
2 registered advisors
·
CRD# 163163
SEC# 801-79745
0
(203) 247-4573
01
Firm Overview
AUM
$21M
Regulatory assets under management
Employees
0
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at STONE BEACH INVESTMENT MANAGEMENT, LLC
2 registered advisors
Alan Paul Swide
NORWALK, Connecticut
CRD# 1054553
Clarice King Lysenko
WESTPORT, Connecticut
CRD# 6048329
05
Office Locations
NORWALK, Connecticut
1 advisor
WESTPORT, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. STONE BEACH INVESTMENT MANAGEMENT, LLC (CRD# 163163) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.