SB
Stuart D. Bridges
STONEX ADVISORS
Huntsville, AL 35801
Some features on this profile are disabled
CRD#: 2241375
SB
Professional summary
Stuart Daniel Bridges is a registered financial advisor currently at STONEX ADVISORS INC. located in Huntsville, Alabama and STONEX SECURITIES INC. located in Huntsville, Alabama.
Stuart is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Stuart has worked at 8 firms and has passed the Series 65, Series 63, Series 62, SIE, Series 50, Series 3, Series 7, Series 10, Series 9, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) One Point Five Capital, LLC 403 Madison St., SE, 2nd Flr, Huntsville, AL 35801 Farm Land Non-investment related Owner Owner of Farm land 8 hrs per month 0 hrs during Market hrs 2) Sunburst Capital Partners LLC 403 Madison St., SE, 2nd Flr, Huntsville, AL 35801 Date Started: 5/10/2018 Position: Secretary NON-Investment Related Nature of OBA: Real Estate Investments Duties: Secretary for LLC Approximately 1 hour per month spent on OBA. None during market hours. 3) Aim Point Capital, LLC 403 Madison St., SE, 2nd Flr, Huntsville, AL 35801 Nature of Business: PE Investments Investment Related: Non-Investment Related Title: 20% Owner/Secretary Duties: Bookkeeping Start Date: 01/03/2020 Hours Devoted to Business: 1 Hours Devoted to Business during Market Hours: 0 4) Astro Capital Partners, LLC 403 Madison St., SE, 2nd Flr, Huntsville, AL 35801, Nature of Business: Passive investment to invest in Triad Real Estate Fund I, Non-Investment Related, Title: Secretary, Duties: Secretary, minimal administrative duties. Less than 1 hour per month, Start Date: 6/24/2021, Hours Devoted to Business: 1, Hours Devoted to Business during Market Hours: None 5) Eagle Creek Wealth Management, LLC - 403 Madison Street, 2nd Floor, Huntsville, AL 35801 Nature of Business: SA Stone Wealth Management d/b/a Eagle Creek Wealth Management, LLC Investment Related: Yes Business Position: Managing Partner Business Duties: Managing Partner of the LLC responsible for all aspects of the business entity Business Start Date: 10/03/2022 Approximately 250 hours per month spent on this OBA with 6.5 hours spent during market hours. 6) Storage Capital Partners - 403 Madison Street, 2nd Floor, Huntsville, AL 35801 Nature of Business: Purchase Private equity real estate Investment Related: No Business Position: Partner Business Duties: minority partner/owner Business Start Date: 01/09/2023 Approximately one hour spent on this OBA monthly, with zero during market hours. 7) Greenbrier Capital Partners, LLC - 403 Madison St. SE, 2nd Flr., Huntsville, AL 35801 Nature of Business: Passive investment in Huntsville West, LLC Investment Related: No Business Position: Passive investor Business Duties: Assist in initial set-up of LLC and annual tax filing of the AL BPT Business Start Date: 04/06/2023 Approximately one hour spent on this OBA monthly, with zero during market hours. 8) Axient Investment Advisors, LLC - 403 Madison Street SE, 2nd Floor, Huntsville, AL 35801 Nature of Business: Registered Investment Advisor (RIA) Investment Related: Yes Business Position: CEO / Founder Business Duties: CEO - responsible for all functions of the business Business Start Date: 04/11/2025 Approximately 40 hours spent on this OBA monthly, with 40 during market hours.
CRS (Client Relationship Summary) - RIA
Click below to view Stuart Daniel Bridges's 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®
NoneExperience
Current
June 30, 2016 - Present
STONEX ADVISORS INC.
Office #1: 403 Madison St 2nd Floor, Huntsville, AL 35801RIA
CRD#: 174182
Huntsville, AL
Current
July 31, 2008 - Present
STONEX SECURITIES INC.
Office #1: 403 Madison Street 2nd Floor, Huntsville, AL 35801BD
CRD#: 18456
Huntsville, AL
Past
October 3, 2006 - January 3, 2007
STERNE, AGEE & LEACH, INC.
RIA
CRD#: 791
BIRMINGHAM, AL
Past
October 3, 2006 - June 30, 2016
INTL ADVISORY CONSULTANTS INC.
RIA
CRD#: 130888
BIRMINGHAM, AL
Past
October 3, 2006 - October 6, 2010
STERNE, AGEE & LEACH, INC.
BD
CRD#: 791
BIRMINGHAM, AL
Past
July 10, 2003 - October 25, 2006
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC
RIA
CRD#: 111757
BIRMINGHAM, AL
Past
August 24, 2000 - July 23, 2003
AMSOUTH INVESTMENT SERVICES, INC.
RIA
CRD#: 15692
BIRMINGHAM, AL
Past
January 20, 1997 - October 9, 2006
AMSOUTH INVESTMENT SERVICES, INC.
BD
CRD#: 15692
BIRMINGHAM, AL
Past
November 7, 1994 - September 20, 1996
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
MEMPHIS, TN
Past
July 9, 1992 - September 30, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STONEX ADVISORS INC.
ABERDEEN FINANCIAL GROUP | WOYTOWICH WISLOSKI INVESTMENT GROUP | WOODEN INVESTMENTS | WILLOWBY ADVISORS | WEALTH MANAGEMENT SOLUTIONS | WAINWRIGHT LAVENTIS | WAHFELD WEALTH MANAGEMENT GROUP | TEWKSBURY FINANCIAL LLC | SYNERGY WEALTH MANAGEMENT | STURM FINANCIAL SERVICES | STREET FINANICAL SERVICES | STRATEGIC FINANCIAL GROUP | STORMS AND ROWDON WEALTH MANAGEMENT | STONEX WEALTH MANAGEMENT | STONEX ADVISORS INC. | STONE FINANCIAL GROUP, LLC | STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | SPARGER INVESTMENTS | SMART MONEY STRATEGIES, INC. | SA STONE INVESTMENT ADVISORS INC. | RON COITE & ASSOCIATES | ROBERTS WEALTH MANAGEMENT | RKB INVESTMENTS | RIVER FINANCIAL SERVICES | RICHMOND FINANCIAL LLC | REGENCY FINANICAL GROUP, LLC | REDSTONE FINANCIAL ADVISORS | QUARRY LAKES FINANCIAL GROUP | PARTNERS FINANCIAL GROUP, LLC | ONE SOURCE FINANCIAL GROUP | OLDE HICKORY FINANCIAL SERVICES, LLC | OAK CREST FINANCIAL PARTNERS LLC | NUFRIO WEALTH MANAGEMENT | NEBEL FINANCIAL | MORRIS, SMITH & HAYDEN WEALTH MANAGEMENT | MAX WEALTH MANAGEMENT | MANAGED LEGACY WEALTH COUNSEL | LIFESCOPE PLANNING AND INVESTMENT SERVICES | LEGACY INVESTMENT PLANNING | LANNIGAN SECURITIES | LANEY FINANCIAL | LANCE HOCUTT FINANCIAL GROUP | LAKE NORMAN ADVISORS LLC | KPJ FINANCIAL SERVICES | KEVIN DICK ASSET MANAGEMENT CO | KENNARD FINANCIAL SERVICES | KEITH FORD AND ASSOCIATES | KAIROS FINANCIAL MANAGEMENT | INVESTMENT SECURITIES GROUP, INC. | INTEGRARISK CORP | IM WEALTH PARTNERS | HOVANIC WEALTH SOLUTIONS | HLM FINANCIAL SERVICES, INC. | HIZNAY & ASSOCIATES | HENRY WEALTH MANAGEMENT | HENDERSON FINANCIAL SERVICES | HEADWATER ASSET MANAGEMENT, LLC | GUARDIAN WEALTH FINANCIAL | GRUDZINSKI FINANCIAL SERVICES | GRANDVIEW WEALTH ADVISORS | GEORGE STRATEGIC WEALTH | ELLEDGE, BAIN, SIDES, LLC | EAGLE CREEK WEALTH MANAGEMENT, LLC | DON LEDFORD ASSOCIATES, LLC | DILWORTH FINANCIAL SERVICES | DCP ASSET MANAGEMENT, LLC | CWT FINANCIAL | CRESS WEALTH STRATEGIES | COX FINANCIAL CORPORATION | CORLEY WEALTH MANAGEMENT | CONSERVATIVE CONCEPTS, INC. | COMPASS WEALTH MANAGEMENT, LLC | CHAD J. KARL | BUSSEY CAPITAL MANAGEMENT, LLC | BURLESON DAWKINS INC. | BARNEGAT FINANCIAL | BARKO FINANCIAL | AFFILIATED FINANCIAL PLANNERS, LLC
CRD#: 174182 / SEC#: 801-80747
RIA
Registered Investment Advisory firm - (12/17/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alabama(8/1/2008)
IAR
Alabama(6/30/2016)
RR
California(1/12/2015)
RR
Colorado(2/15/2022)
RR
Florida(1/3/2013)
RR
Georgia(7/17/2012)
RR
Louisiana(9/23/2016)
RR
Mississippi(1/12/2015)
RR
New York(7/23/2025)
RR
Ohio(1/12/2015)
RR
South Carolina(1/12/2015)
RR
Tennessee(8/1/2011)
RR
Texas(8/1/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SA
STONEX ADVISORS INC.
ABERDEEN FINANCIAL GROUP | WOYTOWICH WISLOSKI INVESTMENT GROUP | WOODEN INVESTMENTS | WILLOWBY ADVISORS | WEALTH MANAGEMENT SOLUTIONS | WAINWRIGHT LAVENTIS | WAHFELD WEALTH MANAGEMENT GROUP | TEWKSBURY FINANCIAL LLC | SYNERGY WEALTH MANAGEMENT | STURM FINANCIAL SERVICES | STREET FINANICAL SERVICES | STRATEGIC FINANCIAL GROUP | STORMS AND ROWDON WEALTH MANAGEMENT | STONEX WEALTH MANAGEMENT | STONEX ADVISORS INC. | STONE FINANCIAL GROUP, LLC | STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | SPARGER INVESTMENTS | SMART MONEY STRATEGIES, INC. | SA STONE INVESTMENT ADVISORS INC. | RON COITE & ASSOCIATES | ROBERTS WEALTH MANAGEMENT | RKB INVESTMENTS | RIVER FINANCIAL SERVICES | RICHMOND FINANCIAL LLC | REGENCY FINANICAL GROUP, LLC | REDSTONE FINANCIAL ADVISORS | QUARRY LAKES FINANCIAL GROUP | PARTNERS FINANCIAL GROUP, LLC | ONE SOURCE FINANCIAL GROUP | OLDE HICKORY FINANCIAL SERVICES, LLC | OAK CREST FINANCIAL PARTNERS LLC | NUFRIO WEALTH MANAGEMENT | NEBEL FINANCIAL | MORRIS, SMITH & HAYDEN WEALTH MANAGEMENT | MAX WEALTH MANAGEMENT | MANAGED LEGACY WEALTH COUNSEL | LIFESCOPE PLANNING AND INVESTMENT SERVICES | LEGACY INVESTMENT PLANNING | LANNIGAN SECURITIES | LANEY FINANCIAL | LANCE HOCUTT FINANCIAL GROUP | LAKE NORMAN ADVISORS LLC | KPJ FINANCIAL SERVICES | KEVIN DICK ASSET MANAGEMENT CO | KENNARD FINANCIAL SERVICES | KEITH FORD AND ASSOCIATES | KAIROS FINANCIAL MANAGEMENT | INVESTMENT SECURITIES GROUP, INC. | INTEGRARISK CORP | IM WEALTH PARTNERS | HOVANIC WEALTH SOLUTIONS | HLM FINANCIAL SERVICES, INC. | HIZNAY & ASSOCIATES | HENRY WEALTH MANAGEMENT | HENDERSON FINANCIAL SERVICES | HEADWATER ASSET MANAGEMENT, LLC | GUARDIAN WEALTH FINANCIAL | GRUDZINSKI FINANCIAL SERVICES | GRANDVIEW WEALTH ADVISORS | GEORGE STRATEGIC WEALTH | ELLEDGE, BAIN, SIDES, LLC | EAGLE CREEK WEALTH MANAGEMENT, LLC | DON LEDFORD ASSOCIATES, LLC | DILWORTH FINANCIAL SERVICES | DCP ASSET MANAGEMENT, LLC | CWT FINANCIAL | CRESS WEALTH STRATEGIES | COX FINANCIAL CORPORATION | CORLEY WEALTH MANAGEMENT | CONSERVATIVE CONCEPTS, INC. | COMPASS WEALTH MANAGEMENT, LLC | CHAD J. KARL | BUSSEY CAPITAL MANAGEMENT, LLC | BURLESON DAWKINS INC. | BARNEGAT FINANCIAL | BARKO FINANCIAL | AFFILIATED FINANCIAL PLANNERS, LLC
CRD#: 174182 / SEC#: 801-80747
RIA
Registered Investment Advisory firm - (12/17/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243
Mailing Address
Phone number
(800) 292-2411
Established
Firm type
Fiscal year end
# of Employees
233
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,988 |
| AUM (Assets Under Management) | $ 4,515,278,523 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/27/2025 | ||
| 02/27/2024 | ||
| 01/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STONEX ADVISORS INC.
CRD#: 174182Huntsville, AL 35801TRUST BUT VERIFY
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