Stonex Securities Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
467
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

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

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 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 445
  • 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