Stonex Advisors Inc.

Stonex Advisors Inc. (CRD# 174182) is a financial advisory firm headquartered in Birmingham, AL. They manage $3,315,760,084 in 14,019 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,316
    MILLION
  • Total Number of Accounts
    14,019
    ACCOUNTS
  • Average Account Value
    $236,519
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Stonex Advisors Inc.
Showing 151 - 160 of 259 top financial advisors.
151
Millard B. Morrison
CRD#: 1220291
7624 Maple St Street, Suite C, New Orleans, LA 70118

Millard Morrison (CRD# 1220291) is an Investment Advisor Representative working at Stonex Advisors Inc. in New Orleans, LA and has over 39 years of experience in the finance industry.

152
Uma S. Murthy
CRD#: 4314740
Frankfort, IL

Uma Murthy (CRD# 4314740) is an Investment Advisor Representative working at Stonex Advisors Inc. in Frankfort, IL and has over 24 years of experience in the finance industry.

153
Shane J. Neal
CRD#: 3006518
2 Perimeter Park South, Suite 500 West, Birmingham, AL 35243

Shane Neal (CRD# 3006518) is an Investment Advisor Representative working at Stonex Advisors Inc. in Birmingham, AL and has over 26 years of experience in the finance industry.

154
Brent A. Nelson
CRD#: 3026585
2 Perimeter Park South, Suite 500 West, Birmingham, AL 35243

Brent Nelson (CRD# 3026585) is an Investment Advisor Representative working at Stonex Advisors Inc. in Birmingham, AL and has over 26 years of experience in the finance industry.

155
Thomas R. Newbauer
CRD#: 2757486
2 Perimeter Park South, Suite 500 West, Birmingham, AL 35243

Thomas Newbauer (CRD# 2757486) is an Investment Advisor Representative working at Stonex Advisors Inc. in Birmingham, AL and has over 27 years of experience in the finance industry.

156
Gary C. Noveck
CRD#: 729846
Largo, FL

Gary Noveck (CRD# 729846) is an Investment Advisor Representative working at Stonex Advisors Inc. in Largo, FL and has over 6 years of experience in the finance industry.

157
Jacqueline Noveck
CRD#: 1243758
Largo, FL

Jacqueline Noveck (CRD# 1243758) is an Investment Advisor Representative working at Stonex Advisors Inc. in Largo, FL and has over 31 years of experience in the finance industry.

158
Marc E. Nufrio
CRD#: 1902705
Stanhope, NJ

Marc Nufrio (CRD# 1902705) is an Investment Advisor Representative working at Stonex Advisors Inc. in Stanhope, NJ and has over 33 years of experience in the finance industry.

159
Patrick E. O'connor
CRD#: 2250183
2 Perimeter Park South, Suite 500 West, Birmingham, AL 35243

Patrick O'connor (CRD# 2250183) is an Investment Advisor Representative working at Stonex Advisors Inc. in Birmingham, AL and has over 28 years of experience in the finance industry.

160
Shane A. Otto
CRD#: 4954766
2 Perimeter Park South, Suite 500 West, Birmingham, AL 35243

Shane Otto (CRD# 4954766) is an Investment Advisor Representative working at Stonex Advisors Inc. in Birmingham, AL and has over 9 years of experience in the finance industry.

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