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Frederic Thomas Stupart

Eaglestone Capital Management LLC

Bronxville, NY

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Current Employers
Eaglestone Capital Management Llc

66 Palmer Avenue Suite 32B, Bronxville, NY 10708 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-11-22
  • NY RA
    APPROVED
    Since 2024-11-22

Branch Locations

66 Palmer Avenue Suite 32B, Bronxville, NY 10708 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eaglestone Capital Management Llc New York NY 04/2012 Present
Opus Bank Irvine CA 11/2016 03/2018
Ba Securities, Llc W. Conshohocken PA 09/2020 11/2022
  • 04/2012 → Present
    Eaglestone Capital Management Llc
    New York, NY
  • 11/2016 → 03/2018
    Opus Bank
    Irvine, CA
  • 09/2020 → 11/2022
    Ba Securities, Llc
    W. Conshohocken, PA
Other Businesses

EAGLESTONE CAPITAL MANAGEMENT LLC 66 PALMER AVENUE, SUITE 32B BRONXVILLE, NY 10708 OWNER & ADVISOR/INVESTMENT MANAGEMENT OF FRIENDS & FAMILY FUNDS EFFECTIVE: 04/01/2012 10 HOURS PER MONTH/0 HOURS PER MONTH DURING MARKET HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-29
S63 Uniform Securities Agent State Law Examination 2020-12-28
  • S65 Uniform Investment Adviser Law Examination
    2024-10-29
  • S63 Uniform Securities Agent State Law Examination
    2020-12-28
Other Names
  • Frederic Thomas Stupart
  • Frederic Stupart

View on SEC IAPD

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Other Offices

CAPITAL PRESERVATION PARTNERS, INC. · BRONXVILLE, NY
EDWARD JONES · BRONXVILLE, NY
OSAIC INSTITUTIONS, INC. · Bronxville, NY
CITIGROUP GLOBAL MARKETS INC. · Bronxville, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BRONXVILLE, NY
VIONI CAPITAL MANAGEMENT, LLC · BRONXVILLE, NY
J.P. MORGAN SECURITIES LLC · BRONXVILLE, NY
SEVEN GRAND MANAGERS LLC · BRONXVILLE, NY

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