STONEGATE WEALTH MANAGEMENT, LLC
CRD #121412 SEC #801-63331 CARY, NC 919-654-6898
SEC Registered
Total AUM
$54.3M
Discretionary
$54.3M
Employees
2
Clients
51
Accounts
72
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 21, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | E | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | E | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | E | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | E | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | E | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | E | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | E | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | E | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | E | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | E | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | E | Control |
| GERAGHTY, THOMAS, J. | I | OWNER/CCO | E | Control |
| GERAGHTY, THOMAS, J. | I | OWNER/CCO | E | Control |
| GERAGHTY, THOMAS, J. | I | OWNER/CCO | E | Control |
| GERAGHTY, THOMAS, J. | I | OWNER/CCO | E | Control |
| GERAGHTY, THOMAS, J. | I | OWNER/CCO | E | Control |
| GERAGHTY, THOMAS, J. | I | OWNER/CCO | E | Control |
| GERAGHTY, THOMAS, J. | I | OWNER/CCO | E | Control |
| GERAGHTY, THOMAS, J. | I | OWNER/CCO | E | Control |
| GERAGHTY, THOMAS, J. | I | OWNER/CCO | E | Control |
| GERAGHTY, THOMAS, J. | I | OWNER/CCO | E | Control |
| CANNILLO, VICTOR, PAUL | I | PARTNER/PRINCIPAL | D | Control |
| CANNILLO, VICTOR, PAUL | I | PARTNER/PRINCIPAL | D | Control |
| CANNILLO, VICTOR, PAUL | I | PARTNER/PRINCIPAL | D | Control |
| CANNILLO, VICTOR, PAUL | I | PARTNER/PRINCIPAL | D | Control |
| CANNILLO, VICTOR, PAUL | I | PARTNER/PRINCIPAL | D | Control |
| CANNILLO, VICTOR, PAUL | I | PARTNER/PRINCIPAL | D | Control |
| CANNILLO, VICTOR, PAUL | I | PARTNER/PRINCIPAL | D | Control |
| CANNILLO, VICTOR, PAUL | I | PARTNER/PRINCIPAL | D | Control |
| CANNILLO, VICTOR, PAUL | I | PARTNER/PRINCIPAL | D | Control |
| CANNILLO, VICTOR, PAUL | I | PARTNER/PRINCIPAL | D | Control |
| CANNILLO, VICTOR, PAUL | I | PARTNER/PRINCIPAL | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | PARTNER/PRINCIPAL | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | PARTNER/PRINCIPAL | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | PARTNER/PRINCIPAL | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | PARTNER/PRINCIPAL | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | PARTNER/PRINCIPAL | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | D | Control |
| MARSON, CRAIG, R | I | PARTNER | D | Control |
| MARSON, CRAIG, R | I | PARTNER | D | Control |
| MARSON, CRAIG, R | I | PARTNER | D | Control |
| MARSON, CRAIG, R | I | PARTNER | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | C | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | C | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | C | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | C | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | C | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | C | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CHIEF COMPLIANCE OFFICER/PARTNER | C | Control |
| CRAFFEN, STEPHEN, CHARLES | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | C | Control |
| GERAGHTY, THOMAS, J. | I | MANAGING MEMBER | C | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | C | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | C | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | C | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | C | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | C | Control |
| GERAGHTY, THOMAS, J. | I | PARTNER | C | Control |
| GERAGHTY, THOMAS, J. | I | MANAGING MEMBER | C | Control |
| GERAGHTY, THOMAS, J. | I | OWNER | C | Control |
| GERAGHTY, THOMAS, J. | I | OWNER | C | Control |
| GERAGHTY, THOMAS, J. | I | OWNER | C | Control |
| MARSON, CRAIG, R | I | MANAGING MEMBER | B | Control |
| MARSON, CRAIG, R | I | PARTNER | B | Control |
| MARSON, CRAIG, R | I | PARTNER | B | Control |
| MARSON, CRAIG, R | I | PARTNER | B | Control |
| MARSON, CRAIG, R | I | PARTNER | B | Control |
| MARSON, CRAIG, R | I | PARTNER | B | Control |
| MARSON, CRAIG, R | I | MANAGING MEMBER | B | Control |
| SHAGAWAT, JAMES | I | PARTNER | B | |
| SHAGAWAT, JAMES | I | PARTNER | B | |
| SHAGAWAT, JAMES | I | PARTNER | B |
Registrations
Federal
IA
Jun 21, 2022 REGISTERED
Notice Filings (7)
CA FL IL NC NJ NY TX
Address
2500 REGENCY PARKWAYCARY, NC 27518
United States
Phone: 919-654-6898