Stonex Financial Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
615
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 dataset as an investment bank. The firm is owned through a combination of a domestic entity and individual ownership. The metadata supplied indicates the firm is not positioned as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, is not a pension consultant, and is not listed as a related or newly formed adviser. The dataset provides no detail on fee schedules, specific advisory activities, client segments, or product platforms, so there is limited visibility into whether the firm focuses on institutional mandates, retail brokerage, wealth management, or other lines commonly associated with investment banks.

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

FINTRX

Contacts

FINTRX

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