Guillermo Espinosa Montaudon

STONEX INTERNATIONAL ADVISORS

New York, NY

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CRD#: 2538835

Professional summary

Guillermo Espinosa Montaudon, who also goes by Guillermo Espinosa, is a registered financial advisor currently at STONEX INTERNATIONAL ADVISORS INC located in New York, New York and STONEX INTERNATIONAL SECURITIES INC. located in Miami, Florida.

Guillermo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Guillermo has worked at 8 firms and has passed the Series 66, Series 63, Series 3, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Guillermo Espinosa

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.

StoneX International Advisors Inc. - (Affiliated) Investment Related Business - Investment Adviser Representative - Start October 2025 - Approximate 30 percent of security trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Guillermo Espinosa Montaudon'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

August 1, 2023 - Present

STONEX INTERNATIONAL ADVISORS INC

RIA

CRD#: 153799

New York, NY

Current

July 16, 2022 - Present

STONEX INTERNATIONAL SECURITIES INC.

Office #1: 1221 Brickell Avenue Suite 200, Miami, FL 33131

CRD#: 146667

Miami, FL

Past

August 19, 2019 - July 21, 2020

TRADITION SECURITIES AND DERIVATIVES LLC

CRD#: 28269

New York, NY

Past

March 24, 2017 - July 22, 2019

XP INVESTMENTS US, LLC

CRD#: 156691

New York, NY

Past

February 23, 2011 - August 24, 2016

TP ICAP GLOBAL MARKETS AMERICAS LLC

CRD#: 2762

JERSEY CITY, NJ

Past

October 19, 2005 - March 24, 2009

ICAP SECURITIES USA LLC

CRD#: 19739

JERSEY CITY, NJ

Past

January 16, 1996 - April 21, 2005

BGC FINANCIAL, L.P.

CRD#: 19801

NEW YORK, NY

Past

November 15, 1994 - January 16, 1996

SCOTIA INTERNATIONAL, INC.

CRD#: 23491

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".

STONEX INTERNATIONAL ADVISORS INC

INTERCAM ADVISORS, INC. | STONEX INTERNATIONAL ADVISORS INC

CRD#: 153799 / SEC#: 801-123538

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

Connecticut

Registered Investment Advisory firm - (5/3/2022 Terminated)

Florida

Registered Investment Advisory firm - (3/28/2022 Terminated)

Texas

Registered Investment Advisory firm - (3/28/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Florida
(7/26/2023)

IAR

Florida
(8/1/2023)

New York
(7/16/2022)

Texas
(7/16/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/17/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/22/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 10/14/2022

National Commodity Futures Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/14/1994

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

STONEX INTERNATIONAL ADVISORS INC

INTERCAM ADVISORS, INC. | STONEX INTERNATIONAL ADVISORS INC

CRD#: 153799 / SEC#: 801-123538

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

Connecticut

Registered Investment Advisory firm - (5/3/2022 Terminated)

Florida

Registered Investment Advisory firm - (3/28/2022 Terminated)

Texas

Registered Investment Advisory firm - (3/28/2022 Terminated)

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Contact information

Main Address

1221 Brickell Avenue Suite 200, Miami, FL 33131

Mailing Address

Phone number

(305) 377-8008

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTERCAM ADVISORS, INC. (11/3/2025)

FORM ADV PART 2B - VIDAURRI (9/24/2025)

FORM ADV PART 2B - NEALON (9/24/2025)

FORM ADV PART 2B - M CONS (8/12/2025)

FORM ADV PART 2B - G. ESPINOSA (8/12/2025)

FORM ADV PART 2B - J ALVARADO (8/12/2025)

FORM ADV 2 B-E TAMBORREL (7/16/2025)

FORM ADV PART 2 B- LUNA (3/10/2025)

FORM ADV PART 2B JCHAVEZ (3/10/2025)

FORM ADV PART 2B - RODRIGUEZ (3/10/2025)

FORM ADV PART 2B J GONZALEZ NARRO (3/10/2025)

FORM ADV PART 2B OCAMPO RAEDER (3/10/2025)

FORM ADV PART 2B ESIMON (3/10/2025)

FORM ADV PART 2 B: VICTORIA SANTAELLA (3/10/2025)

Regulatory assets under management

Total Number of Accounts	148
AUM (Assets Under Management)	$ 225,122,494

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.

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Guillermo Espinosa Montaudon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Guillermo Espinosa Montaudon's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEX INTERNATIONAL SECURITIES INC.

TRADITION SECURITIES AND DERIVATIVES LLC

XP INVESTMENTS US, LLC

TP ICAP GLOBAL MARKETS AMERICAS LLC

ICAP SECURITIES USA LLC

BGC FINANCIAL, L.P.

SCOTIA INTERNATIONAL, INC.

Primary Firm SEC Registration

STONEX INTERNATIONAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/17/2023

Series 63

Date: 7/22/1996

Series 3

Date: 10/14/2022

SIE

Date: 10/1/2018

Series 7

Date: 11/14/1994

FINRA

Current Firm

STONEX INTERNATIONAL ADVISORS INC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONEX INTERNATIONAL ADVISORS INC

TRUST BUT VERIFY

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