Stonex Financial Inc.

Broker-DealerFINRA MemberEst. 1999
Total AUM
—
Advisory reps
609
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 FINTRX snapshot as an investment bank. The firm has been SEC-registered since 1999 and is listed as owned by a domestic entity/individual. The profile does not identify the firm as a capital allocator, and it is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not supply detail on the firm's advisory activities, fee schedules, or specific business lines, so the available public snapshot emphasizes its investment-banking classification rather than discretionary asset management.

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 18
  • Mark Hugo

    Mark Hugo

    Chief Supervision OfficerCRD 2177412

  • William Dunaway

    William Dunaway

    Chief Financial OfficerCRD 6505923

  • Richard Messina

    Richard Messina

    CEO and PresidentCRD 1361661

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Contacts

3 of 591
  • Tanner Landstra

    Tanner Landstra

    Vice PresidentCRD 6641316

  • Joseph Forchione

    Executive DirectorCRD 6087927

  • Priscilla Vultaggio

    Priscilla Vultaggio

    DirectorCRD 5558484

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Wealth teams

FINTRX

Newly hired reps

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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