STONEX INTERNATIONAL ADVISORS INC

RIASEC RegisteredEst. 2022
Total AUM
$107M
Discretionary
$64.2M
60% of AUM
Avg account
$1.4M
Accounts
77
Employees
15
Advisory reps
18

Firm details

Headquarters
MIAMI, Florida
CRD number
153799
Registered since
March 25, 2022
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, Public Funds/Mutual Funds 25%, US Government Bonds 10%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 8%47%
  • Exchange Traded Equities47%
  • Public Funds/Mutual Funds25%
  • US Government Bonds10%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds8%

Owners & executives

1 of 1
  • JAY CARTER

    Chief Executive OfficerCRD 2412541

Contacts

3 of 17
  • ANTHONY DICIOLLO

    Global Head Fixed Income DivisionCRD 4976402

  • ROGER SHAFFER

    Managing DirectorCRD 1921270

  • EDUARDO RODRIGUEZ

    Vice PresidentCRD 4319000

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth