Stone Richard Strongin
Investment adviser representative at Planmember Securities Corporation
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$10.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Mutual Inc./daybright Financial dba J TeamSep 2026 to now
- Planmember Securities CorporationMar 2023 to now
- Mutual Inc.Feb 2023 to now
- Plainedge Soccer ClubJun 2020 to now
- Future Stars - Ow Sports Associates LLCJun 2022 to Jul 2022
- Home DepotMay 2020 to Jul 2020
- Hofstra UniversitySep 2019 to Dec 2022
- Hicksville High SchoolSep 2015 to Jun 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7694767
- Firm CRD
- 11869