Stone Temple Partners Llc

420 LEXINGTON AVENUE, New York, New York 10170

SEC CRD#332833
Last ADV filed: 09/03/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

No Conflicts Detected

Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.

Fee Structure

Compensation methods:
Percentage of AUMFixed feesPerformance-based fees

Compensation Transparency

Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.

Stone Temple Partners Llc — Fiduciary Advisor Profile | FiduciaryListings