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Brian Yelvington

Stonehaven Advisors, LLC
5 Years of Experience
Bee Cave, TX
1 DisclosureBroker
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Brian Yelvington is a registered investment advisor at Stonehaven Advisors, LLC, based in Bee Cave, TX, with 5 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.

Stonehaven Advisors, LLC
Compensation
N/A
Firm Size
6 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Bee Cave, TX

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History

Regulatory History (1)
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Financial
December 2018
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Stonehaven Advisors, LLC
September 2026 - Present · 1 mo
Stonehaven, LLC
July 2026 - Present · 3 mos
Stonehaven, LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
First New York Securities L.L.C.Broker
April 2011 - June 2013 · 2 yrs 2 mos
Knight Capital Americas, L.P.Broker
January 2011 - April 2011 · 3 mos
Knight Libertas LLCBroker
November 2009 - January 2011 · 1 yr 2 mos
Chapdelaine & CO.Broker
August 2009 - October 2009 · 2 mos
Lehman Brothers INC.Broker
August 2001 - December 2002 · 1 yr 4 mos
Dean Witter Reynolds INC.Broker
February 1999 - November 1999 · 9 mos
State Registrations2 states
NYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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