Stonex Financial Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
614
Avg account
$0

Firm details

Headquarters
Winter Park, Florida
CRD number
45993
Registered since
March 22, 1999

Firm profile

FINTRX

Overview

Stonex Financial Inc. is organized as a corporation and is classified in the source data as an investment bank. The ownership is described as domestic with individual ownership rather than institutional or foreign ownership. The firm is not identified as a capital allocator and the source does not list traditional advisory attributes such as fee schedules, client segments, or specific advisory activities. The record flags several operational attributes: the firm is not noted as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. No information about business lines, product shelf, or typical client profiles was provided in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 18
  • Mark Hugo

    Mark Hugo

    Chief Supervision OfficerCRD 2177412

  • William Dunaway

    William Dunaway

    Chief Financial OfficerCRD 6505923

  • Richard Messina

    Richard Messina

    CEO and PresidentCRD 1361661

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Contacts

3 of 596
  • Tanner Landstra

    Tanner Landstra

    Vice PresidentCRD 6641316

  • Joseph Forchione

    Executive DirectorCRD 6087927

  • Priscilla Vultaggio

    Priscilla Vultaggio

    DirectorCRD 5558484

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Winter Park, FL

Orange

Location

Winter Park, FL

Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
329 N Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth