Stonex Securities Inc.
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 18456
- Registered since
- October 17, 1986
- Website
- www.saswealth.com
Firm profile
FINTRXOverview
Stonex Securities Inc. is incorporated and appears in SEC records dating back to 1986. Public data supplied for this profile is limited: the firm is classified as Unclassified, and ownership is listed as a combination of a domestic entity and an individual. The snapshot indicates the organization does not identify as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser. It also does not list pension consulting or related-adviser status. The firm did not provide details on its client segments, fee structure, or specific advisory and business activities in the source material.
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 22
Marcus Richardson
Chief Operating OfficerCRD 3037932

Hugo Calenzani
Managing Partner and Chief Investment OfficerCRD 4924231
Andrew Gordon
President and CEOCRD 5360499
Contacts
3 of 434James Roach
Registered RepresentativeCRD 1051723
Millard Morrison
Registered RepresentativeCRD 1220291
Kyle Kelley
Financial AdvisorCRD 7449294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
Jefferson
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 2 Perimeter Park S
- Time zone
- CT (UTC-6)
- Office locations
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