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WG

William J. Goebelbecker

STONEX FINANCIAL
New York, NY 10169
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CRD#: 1719974
WG

Professional summary


William Joseph Goebelbecker, who also goes by William Joseph Goebelbeuker, is a registered financial professional currently at STONEX FINANCIAL INC. located in New York, New York.

William is registered as a RR (Registered Representative) and started their career in finance in 1988. William has worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 3, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Joseph Goebelbeuker

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view William Joseph Goebelbecker's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 13, 2023 - Present

STONEX FINANCIAL INC.

Office #1: 230 Park Avenue 10th Floor, New York, NY, 10169
BD
CRD#: 45993
New York, NY
Past

May 13, 2019 - July 17, 2023

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

November 6, 2018 - May 1, 2019

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY
Past

April 29, 2013 - December 26, 2017

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY
Past

February 28, 2000 - October 30, 2018

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

April 6, 1995 - January 5, 2000

LAZARD FRERES & CO. LLC

BD
CRD#: 2528
NEW YORK, NY
Past

March 11, 1992 - March 24, 1995

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

June 22, 1990 - February 27, 1992

PRINTON, KANE GROUP, INC.

BD
CRD#: 23667
Past

May 9, 1989 - April 25, 1990

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

May 9, 1988 - April 18, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

January 1, 1988 - February 11, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(9/22/2023)
RR
California
(9/14/2023)
RR
Colorado
(9/15/2023)
RR
Connecticut
(9/14/2023)
RR
Florida
(9/14/2023)
RR
Illinois
(9/25/2023)
RR
Massachusetts
(9/14/2023)
RR
Minnesota
(9/14/2023)
RR
New Jersey
(9/19/2023)
RR
New York
(9/14/2023)
RR
Pennsylvania
(9/15/2023)
RR
Texas
(9/15/2023)
RR
Utah
(9/14/2023)
RR
Virginia
(9/18/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 12/22/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


SF
STONEX FINANCIAL INC.
INTERNATIONAL TRADER ASSOCIATION, INC. | STONEX FINANCIAL INC. | STONEX | INTLTRADER.COM, INC. | INTL TRADING, INC. | INTL FCSTONE SECURITIES INC. | INTL FCSTONE FINANCIAL INC.

CRD#: 45993 / SEC#: , 8-51269

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
329 Park Avenue North Suite 350, Winter Park, FL 32789
Mailing Address
329 Park Avenue North Suite 350, Winter Park, FL 32789
Phone number
(407) 741-5300
Established
Florida since 05/29/1998
Firm type
Corporation
Fiscal year end
September
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
STONEX GROUP INC.OWNER
BOLTE, DAVID ALBERTSECRETARY2711410
DAVISON, STUART ANDREWDIRECTOR; CHIEF OPERATING OFFICER7824576
DICIOLLO, ANTHONY JOSEPHPRESIDENT/DIRECTOR4976402
DUNAWAY, WILLIAM JOHNDIRECTOR, CHIEF FINANCIAL OFFICER6505923
LYON, CHARLES MARTINDIRECTOR, CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER4000852
MAURER, MARK LDIRECTOR, CHIEF RISK OFFICER4234406
PORZIO, JOSEPH JOHNFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1319702
SMITH, PHILIP ANDREWDIRECTOR4999097
SZEKELY, GIGI KLARACHIEF COMPLIANCE OFFICER - BD DIVISION2530826

Disclosures


Regulatory Event75

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STONEX FINANCIAL INC.

CRD#: 45993New York, NY 10169

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