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 organized as a corporation and is recorded as an SEC-registered entity since 1999. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser focused on discretionary wealth management. Ownership is reported as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator, which suggests it does not deploy proprietary pooled capital on behalf of clients. The snapshot flags Stonex Financial Inc. as not being an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. FINTRX does not supply details on client types, fee structure, or specific advisory activities in the provided record.
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 529Jose 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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