Stonex Securities Inc.
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 18456
- Registered since
- October 17, 1986
- Website
- www.saswealth.com
Firm profile
FINTRXOverview
Stonex Securities Inc. is organized as a corporation and has been registered with the SEC since 1986. Ownership is listed as a combination of a domestic entity and an individual, and the firm's regulatory classification in the snapshot is recorded as unclassified. The dataset indicates Stonex Securities is not designated as a capital allocator, is not an active ESG investor, is not identified as a multi-state adviser, and is not a pension consultant or related adviser. The source does not provide detail on the firm's advisory offerings, target client segments, fee schedule, or day-to-day business activities, so specific service lines and investment positioning cannot be described from the available record.
Assets & Accounts
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 22
Marcus Richardson
Chief Operating OfficerCRD 3037932

Hugo Calenzani
Managing Partner and Chief Investment OfficerCRD 4924231
Andrew Gordon
President and CEOCRD 5360499
Contacts
3 of 445James Roach
Registered RepresentativeCRD 1051723
Shelby Buchanan
Registered RepresentativeCRD 7384936
Millard Morrison
Registered RepresentativeCRD 1220291
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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