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FIRM PROFILE
Overview
STONEX FINANCIAL INC. is located at 329 Park Avenue North Suite 350, Winter Park, FL 32789 and was first established at Florida, Florida in 05/29/1998. After operating for 27 years, STONEX FINANCIAL INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of STONEX FINANCIAL INC.’s clients are individuals and 0% of their clients are high net worth individuals. STONEX FINANCIAL INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at STONEX FINANCIAL INC. are registered to handle securities or provide financial advice. The firm has 75 disclosures, 75 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access STONEX FINANCIAL INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at STONEX FINANCIAL INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for STONEX FINANCIAL INC. Comes From
Understanding the Statistics for STONEX FINANCIAL INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
329 Park Avenue North Suite 350, Winter Park, FL 32789
329 Park Avenue North Suite 350, Winter Park, FL 32789
Large
(407) 741-5300
Florida since 05/29/1998
Corporation
September
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| STONEX GROUP INC. | OWNER | ||
| BOLTE, DAVID ALBERT | SECRETARY | 2711410 | |
| DAVISON, STUART ANDREW | DIRECTOR; CHIEF OPERATING OFFICER | 7824576 | |
| DICIOLLO, ANTHONY JOSEPH | PRESIDENT/DIRECTOR | 4976402 | |
| DUNAWAY, WILLIAM JOHN | DIRECTOR, CHIEF FINANCIAL OFFICER | 6505923 | |
| LYON, CHARLES MARTIN | DIRECTOR, CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER | 4000852 | |
| MAURER, MARK L | DIRECTOR, CHIEF RISK OFFICER | 4234406 | |
| PORZIO, JOSEPH JOHN | FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 1319702 | |
| SMITH, PHILIP ANDREW | DIRECTOR | 4999097 | |
| SZEKELY, GIGI KLARA | CHIEF COMPLIANCE OFFICER - BD DIVISION | 2530826 |
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Advisor's working at STONEX FINANCIAL INC.
John Francis Calvano
Mark Eric Hugo
Peter Thomas Saab SR
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