Stonex Securities Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
456
Avg account
$0

Firm details

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

Firm profile

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Overview

Stonex Securities Inc. is incorporated and appears in SEC records dating back to 1986. Public data supplied for this profile is limited: the firm is classified as Unclassified, and ownership is listed as a combination of a domestic entity and an individual. The snapshot indicates the organization does not identify as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser. It also does not list pension consulting or related-adviser status. The firm did not provide details on its client segments, fee structure, or specific advisory and business activities in the source material.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 22
  • Marcus Richardson

    Marcus Richardson

    Chief Operating OfficerCRD 3037932

  • Hugo Calenzani

    Hugo Calenzani

    Managing Partner and Chief Investment OfficerCRD 4924231

  • Andrew Gordon

    President and CEOCRD 5360499

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Contacts

3 of 434
  • James Roach

    Registered RepresentativeCRD 1051723

  • Millard Morrison

    Registered RepresentativeCRD 1220291

  • Kyle Kelley

    Financial AdvisorCRD 7449294

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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