Eric R. Simon

STONEX INTERNATIONAL ADVISORS

Miami, FL 33131

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CRD#: 7678094

Professional summary

Eric Ramon Simon is a registered financial advisor currently at STONEX INTERNATIONAL ADVISORS INC located in Miami, Florida and STONEX INTERNATIONAL SECURITIES INC. located in Miami, Florida.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Eric has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Ramon Simon'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

April 30, 2023 - Present

STONEX INTERNATIONAL ADVISORS INC

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

RIA

CRD#: 153799

Miami, FL

Current

February 1, 2023 - Present

STONEX INTERNATIONAL SECURITIES INC.

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

CRD#: 146667

Miami, FL

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
(2/1/2023)

IAR

Florida
(4/30/2023)

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

Series 63

Date: 3/25/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/30/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/1/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/26/2021

Securities Industry Essentials 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)

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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Eric R. Simon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Ramon Simon's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEX INTERNATIONAL SECURITIES INC.

Primary Firm SEC Registration

STONEX INTERNATIONAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/25/2023

Series 65

Date: 9/30/2013

Series 7TO

Date: 2/1/2023

SIE

Date: 5/26/2021

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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