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Cody Grant Acree

STONEX FINANCIAL
WAYNE, PA
·CRD# 2707939·30 years registered

Professional Summary

Cody Grant Acree is a registered financial advisor currently at STONEX FINANCIAL INC. located in Wayne, Pennsylvania. Cody is registered as a RR (Registered Representative) and started their career in finance in 1996. Cody has worked at 11 firms and has passed the Series 63, SIE, Series 87, Series 16, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

30 years registered in the securities industry

Current & Past Employments

Current

STONEX FINANCIAL INC.Current·CRD# 45993
BD
Wayne, PA
September 1, 2026 - Present

Past

THE BENCHMARK COMPANY, LLCPast·CRD# 22982
BD
New York, NY
April 26, 2021 - September 1, 2026
LOOP CAPITAL MARKETS LLCPast·CRD# 43098
BD
Chicago, IL
June 5, 2018 - April 26, 2021
DREXEL HAMILTON, LLCPast·CRD# 143570
BD
New York, NY
October 1, 2015 - June 14, 2018
ASCENDIANT CAPITAL MARKETS, LLCPast·CRD# 152912
BD
Forney, TX
January 2, 2014 - October 29, 2015
WFG INVESTMENTS, INC.Past·CRD# 22704
BD
Dallas, TX
November 2, 2009 - January 3, 2014
STIFEL, NICOLAUS & COMPANY, INCORPORATEDPast·CRD# 793
BD
Dallas, TX
December 1, 2005 - August 13, 2009
LEGG MASON WOOD WALKER, INCORPORATEDPast·CRD# 6555
RIA
Dallas, TX
October 7, 2002 - December 6, 2005
LEGG MASON WOOD WALKER, INCORPORATEDPast·CRD# 6555
BD
Baltimore, MD
September 30, 2002 - December 1, 2005
FROST SECURITIES, INC.Past·CRD# 47124
BD
Dallas, TX
September 24, 1999 - July 29, 2002
HILLTOP SECURITIES INC.Past·CRD# 6220
BD
Dallas, TX
July 25, 1997 - July 30, 1999
AMERIPRISE ADVISOR SERVICES, INC.Past·CRD# 5979
BD
Detroit, MI
March 26, 1996 - April 29, 1997

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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)

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

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STONEX GROUP INC.OWNER—
ANGELICO, VINCENTPRESIDENT2464837
DAVISON, STUART ANDREWDIRECTOR; CHIEF OPERATING OFFICER7824576
DICIOLLO, ANTHONY JOSEPHDIRECTOR, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD4976402
DUNAWAY, WILLIAM JOHNDIRECTOR, CHIEF FINANCIAL OFFICER6505923
MAURER, MARK LDIRECTOR, CHIEF RISK OFFICER4234406
PORZIO, JOSEPH JOHNFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1319702
RAPPAPORT, JACOBDIRECTOR4824681
SHEA, KEVINSECRETARY8263627
SMITH, PHILIP ANDREWDIRECTOR4999097
SZEKELY, GIGI KLARACHIEF COMPLIANCE OFFICER - BD DIVISION2530826
TURNER, RYANDIRECTOR8358514

Disclosures

Regulatory Event

76

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Texas
(9/1/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 87 — Research Analyst Exam - Part II Regulations Module

Passed Apr 2005About the Series 87 exam

Series 16 — NYSE Supervisory Analyst Examination

Passed Apr 1997About the Series 16 exam

Series 7 — General Securities Representative Examination

Passed Mar 1996About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed May 2013About the Series 24 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Cody Grant Acree's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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