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Larry Don David

Stonehaven, LLC

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About Larry Don David

Larry Don David is a registered representative with Stonehaven, LLC, in the New York area. Larry has passed the Series 7, Series 63, Series 79 and SIE exams. Larry has been in the industry since September 2023. Larry has a current registration in Oklahoma and Texas.

Firm Information

Larry David 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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Larry David’s Registration & Firm History

NY

09/04/2023 - Present

Stonehaven, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larry Don David.
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