Stonex Financial Inc.
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 45993
- Registered since
- March 22, 1999
- Website
- www.stonex.com
Firm profile
FINTRXOverview
Stonex Financial Inc. is recorded as a corporate investment firm that registered with the SEC in 1999. FINTRX classifies the entity as an investment bank rather than a traditional registered investment adviser that allocates client capital. The dataset lists the owner type as "Domestic Entity | Individual" and indicates the firm is not flagged as an active ESG investor, not a multi-state adviser, and not a pension consultant. The firm did not supply descriptive information about its business activities, advisory services, or affiliations in the provided dataset. That absence, coupled with the investment‑bank classification, suggests its primary activities are likely focused on brokerage, capital markets, and related services rather than on client asset management reported in this source.
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 17Philip Ling
Chief Operations OfficerCRD 2805165
Eric Watkins
Chief Market Risk OfficerCRD 6190832

Timothy Durnan
COO & CCOCRD 4367303
Contacts
3 of 526Jose Puell
Global Fixed Income Sales and TradingCRD 5580247
Micah Fallaw
Operations Team LeaderCRD 5319543

Roger Shaffer
Managing DirectorCRD 1921270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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