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 a corporation that has been registered with the SEC since 1986. The snapshot data describes ownership as a mix of a domestic entity and an individual and classifies the firm as unclassified rather than under a specific advisory rubric. The firm is not identified in the snapshot as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The record includes few details about the firm’s specific advisory or business activities, so its primary client-facing model and target markets are not disclosed in the provided data.
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 23MARCUS RICHARDSON
Chief Operating OfficerCRD 3037932
HUGO CALENZANI
Managing Partner and Chief Investment OfficerCRD 4924231
Andrew Gordon
President and CEOCRD 5360499
Contacts
3 of 447JAMES ROACH
Registered RepresentativeCRD 1051723
Shelby Buchanan
Registered RepresentativeCRD 7384936
MILLARD MORRISON
Registered RepresentativeCRD 1220291
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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