STONEX SECURITIES INC.

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
470
Avg account
$0

Firm details

Headquarters
Birmingham, Alabama
CRD number
18456
Registered since
October 17, 1986

Firm profile

FINTRX

Overview

Stonex Securities Inc. is a corporation that has been registered with the SEC since 1986. The snapshot data describes ownership as a mix of a domestic entity and an individual and classifies the firm as unclassified rather than under a specific advisory rubric. The firm is not identified in the snapshot as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The record includes few details about the firm’s specific advisory or business activities, so its primary client-facing model and target markets are not disclosed in the provided data.

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 23
  • MARCUS RICHARDSON

    Chief Operating OfficerCRD 3037932

  • HUGO CALENZANI

    Managing Partner and Chief Investment OfficerCRD 4924231

  • Andrew Gordon

    President and CEOCRD 5360499

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Contacts

3 of 447
  • JAMES ROACH

    Registered RepresentativeCRD 1051723

  • Shelby Buchanan

    Registered RepresentativeCRD 7384936

  • MILLARD MORRISON

    Registered RepresentativeCRD 1220291

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Birmingham, AL

JEFFERSON

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
JEFFERSON
Address
2 Perimeter Park S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth