STONE SECURITIES INC.

STONE SECURITIES INC. of CLARKS GREEN, PA is an SEC-registered investment adviser (CRD 162909). Regulatory assets under management: $72.5M.

Registration

• CRD: 162909
• Type: Registered investment adviser
• Location: 281 E. GROVE ST, CLARKS GREEN, PA, 18411
• Phone: 570-585-0825
• Latest filing: 2026-07-09
• Regulatory AUM: $72.5M
• Discretionary AUM: $68.3M
• Non-discretionary AUM: $4.2M
• Clients: 4
• Accounts: 103

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 162909 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search