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Sean William Lenz

Stonehaven, LLC

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About Sean William Lenz

Sean Lenz is a financial professional who has been working in the financial industry since June 29, 2011. Sean is currently registered with Stonehaven, LLC. Sean has also been registered with Growth Capital Services, Inc., Sutter Securities Incorporated, Merriman Capital, Inc., Gordian Investments, LLC, Salem Partners LLC, Cantor Fitzgerald & Co., Emerson Equity LLC, and BMO Capital Markets Corp. Sean holds Series 63, SIE, Series 79, and Series 7 licenses. Sean is registered to provide investment advice in California, Illinois, New York, and Utah.

Firm Information

Sean Lenz 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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Sean Lenz’s Registration & Firm History

NY

02/14/2022 - Present

Stonehaven, LLC (NEW YORK NY)

DE

11/15/2021 - 01/31/2022

GROWTH CAPITAL SERVICES, INC. (CLAYMONT DE)

DE

08/08/2018 - 04/01/2020

GROWTH CAPITAL SERVICES, INC. (CLAYMONT DE)

CA

08/17/2016 - 07/06/2018

SUTTER SECURITIES INCORPORATED (IRVINE CA)

NY

05/13/2015 - 09/06/2016

MERRIMAN CAPITAL, INC. (NEW YORK NY)

CA

02/23/2015 - 05/11/2015

GORDIAN INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

05/28/2014 - 07/16/2014

SALEM PARTNERS LLC (LOS ANGELES CA)

CA

08/04/2011 - 05/05/2014

CANTOR FITZGERALD & CO. (SAN FRANCISCO CA)

CA

10/28/2010 - 02/22/2011

EMERSON EQUITY LLC (SAN MATEO CA)

IL

12/07/2006 - 02/11/2009

BMO CAPITAL MARKETS CORP. (CHICAGO IL)

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Licenses & Designations

BC

Issued 12/18/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 12/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean William Lenz.
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