Clare Baruffaldi Kull

Stone Securities INC.

11 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Stone Securities INC.

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

100 clients

Average Client Portfolio

$622K average

Assets Under Management

$62.2M

Location

281 E. Grove St, Clarks Green, PA, 18411

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Clare sells fixed insurance products, dedicating minimal time to this activity. This activity is not investment-related.

Employment History

Current Registrations

Stone Securities INC.

February 2020 - Present · 6 yrs

Leigh Baldwin & CO., LLCBroker

December 2013 - Present · 12 yrs 2 mos

State Registrations7 states

FLILMINJNVPAVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.