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Inactive

Robert Borea

Stone Wall Money Management LLC

Shelton, CT

CRD 7236153

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Employer firm

Stone Wall Money Management LLC CRD 331409

$8.81M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Stone Wall Money Management Llc

100 Beard Sawmill Road Suite 275, Shelton, CT 06484 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-04-25
  • CT RA
    APPROVED
    Since 2025-04-25

Branch Locations

100 Beard Sawmill Road Suite 275, Shelton, CT 06484 • 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
Money Concepts Capital Corp Wethersfield CT 03/2020 05/2020
Spring Brook Ice And Fuel New Britain CT 05/2017 08/2018
Money Concepts Capital Corp Palm Beach Gardens FL 05/2020 03/2025
Fairfield University Fairfield CT 08/2015 05/2019
State Treasurer's Office Hartford CT 05/2017 08/2017
Student Hartford CT 05/2010 04/2020
Artisan Wealth Management Wethersfield CT 03/2020 03/2025
Stone Wall Money Management Llc Shelton CT 04/2025 Present
Strategies For Wealth Management Shelton CT 04/2025 Present
  • 03/2020 → 05/2020
    Money Concepts Capital Corp
    Wethersfield, CT
  • 05/2017 → 08/2018
    Spring Brook Ice And Fuel
    New Britain, CT
  • 05/2020 → 03/2025
    Money Concepts Capital Corp
    Palm Beach Gardens, FL
  • 08/2015 → 05/2019
    Fairfield University
    Fairfield, CT
  • 05/2017 → 08/2017
    State Treasurer's Office
    Hartford, CT
  • 05/2010 → 04/2020
    Student
    Hartford, CT
  • 03/2020 → 03/2025
    Artisan Wealth Management
    Wethersfield, CT
  • 04/2025 → Present
    Stone Wall Money Management Llc
    Shelton, CT
  • 04/2025 → Present
    Strategies For Wealth Management
    Shelton, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-01
  • S66 Uniform Combined State Law Examination
    2020-10-01

View on SEC IAPD

Nearby Firms

MML INVESTORS SERVICES, LLC
RB CAPITAL MANAGEMENT, LLC
WRIGHT INVESTORS SERVICE INC

Nearby Investors

JOSEPH JOHN TODICE
CHARLES MELFORD HITE
JOHN MEAD FOREMAN

Nearby Offices

MML INVESTORS SERVICES, LLC · SHELTON, CT
RB CAPITAL MANAGEMENT, LLC · Shelton, CT
WRIGHT INVESTORS SERVICE INC · SHELTON, CT

More in Shelton, CT

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