Stone Richard Strongin
Investment Adviser Representative at Planmember Securities Corporation
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stone Richard Strongin is an investment adviser representative with Planmember Securities Corporation in Farmingville, NY, where they have been registered since 2023, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York and Texas.
Office
Advisors at this office: 23
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York, Texas
- Broker:
9 states and territories
California, Connecticut, Florida, Maryland, New Jersey, New York, Pennsylvania, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Hicksville High SchoolSep 2015 – Jun 2019Hicksville, NY
- Hofstra UniversitySep 2019 – Dec 2022Hempstead, NY
- Home DepotMay 2020 – Jul 2020Jericho, NY
- Future Stars - OW Sports Associates LLCJun 2022 – Jul 2022Purchase, NY
- Plainedge Soccer ClubJun 2020 – no end date reportedMassapequa, NY
- Mutual Inc.Feb 2023 – Mar 2023Farmingville, NY
- Mutual Inc.Mar 2023 – Jun 2025Farmingville, NY
- PlanMember Securities CorporationMar 2023 – Jun 2025Carpinteria, CA
- PlanMember Securities CorporationJun 2025 – no end date reportedCarpinteria, CA
- Mutual Inc.Jun 2025 – no end date reportedFarmingville, NY
- Mutual Inc./Daybright Financial DBA J TeamSep 2026 – no end date reportedFarmingville, NY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Planmember Securities Corporation
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $100
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment and retirement savings services for individuals, retirement plan management for employers and unions, business growth support and guidance for distribution partners, and employee education and engagement resources.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 438
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Carpinteria, CA
- SEC file number:
- 801-39177
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Planmember Securities Corporation
Showing 12 of 438 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stone Richard Strongin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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