Stonex Financial Inc.
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 45993
- Registered since
- March 22, 1999
- Website
- www.stonex.com
Firm profile
FINTRXOverview
Stonex Financial Inc. is a corporate entity classified as an investment bank that registered with the SEC in 1999. Its ownership is listed as a mix of a domestic entity and individual ownership. The firm does not identify as a capital allocator and is not marked as an active ESG investor. Regulatory and service-designation flags in the snapshot indicate Stonex Financial Inc. is not a multi-state adviser, not newly formed, not a pension consultant, and has no related adviser noted. The available information does not describe client segments, fee arrangements, or specific advisory business lines.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 17Philip Ling
Chief Operations OfficerCRD 2805165
Eric Watkins
Chief Market Risk OfficerCRD 6190832

Timothy Durnan
COO & CCOCRD 4367303
Contacts
3 of 527Jose Puell
Global Fixed Income Sales and TradingCRD 5580247
Micah Fallaw
Operations Team LeaderCRD 5319543

Roger Shaffer
Managing DirectorCRD 1921270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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