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Brian Robert Gill

Stonehaven, LLC

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About Brian Robert Gill

Brian Robert Gill is a financial professional with over 15 years of experience in the industry. Brian has a wide range of experience, having worked at several firms including Stonehaven, LLC, McCafferty & Company, LLC, Montage Securities, LLC, Cohen Financial Equities LLC, Allegro Securities LLC, Kalorama Capital, LLC, and Omni Brokerage, Inc. Brian is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 22, Series 24, Series 63, and Series 65 license. Brian currently works for Stonehaven, LLC which is located in New York, NY.

Firm Information

Brian Gill is currently registered with Stonehaven, LLC. Stonehaven, LLC is a Limited Liability Company formed in October 2001 and is registered in all 50 states and the District of Columbia. They have one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brian Gill’s Registration & Firm History

NY

03/16/2017 - Present

Stonehaven, LLC (NEW YORK NY)

CA

05/16/2016 - 03/16/2017

MCCAFFERTY & COMPANY, LLC (LOS ANGELES CA)

KS

01/02/2015 - 05/18/2016

MONTAGE SECURITIES, LLC (OVERLAND PARK KS)

IL

01/04/2012 - 12/26/2014

COHEN FINANCIAL EQUITIES LLC (CHICAGO IL)

TX

05/06/2011 - 12/16/2011

ALLEGRO SECURITIES LLC (SAN ANTONIO TX)

DC

09/08/2009 - 04/29/2011

KALORAMA CAPITAL, LLC (WASHINGTON DC)

UT

03/26/2007 - 09/28/2009

OMNI BROKERAGE, INC. (SOUTH JORDAN UT)

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Licenses & Designations

IA

Issued 10/16/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2009

Series 7 - General Securities Representative Examination

BC

Issued 03/24/2007

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Robert Gill. Review regulatory record here.
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