STONEX INTERNATIONAL ADVISORS INC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 153799
- Registered since
- March 25, 2022
- Website
- www.intercam.us
- Custodians
- PERSHING LLC, SANTANDER INVESTMENT SECURITIES INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.2%
- Corporations / Businesses22.98%
- Individuals22.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Stonex International Advisors Inc. is a corporate registered investment adviser that became SEC-registered in 2022. It serves individual and family clients alongside institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. The firm bills using a mix of percentage-of-assets, hourly charges, and fixed fees. Stonex International Advisors is not identified as an active ESG investor and is not characterized as a capital allocator; instead, it places client capital with third-party managers for certain alternative strategies. The firm reports affiliations across the financial services ecosystem, including broker‑dealer, trust company, insurance company, CPO/CTA, and futures commission merchant relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds25%
- US Government Bonds10%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds8%
Owners & executives
1 of 1JAY CARTER
Chief Executive OfficerCRD 2412541
Contacts
3 of 17ANTHONY DICIOLLO
Global Head Fixed Income DivisionCRD 4976402
ROGER SHAFFER
Managing DirectorCRD 1921270
EDUARDO RODRIGUEZ
Vice PresidentCRD 4319000
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 1221 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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