This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-30-2018
- Office Locations
- 1
Office Locations
About Stonewealth Advisors, LLC
StoneX Wealth Management is a registered investment advisory firm and independent broker-dealer offering an integrated technology, wealth management, and investment-services platform for financial professionals serving domestic and international clients across the U.S. and Latin America. Capabilities include managed portfolios, estate/retirement planning, lending, and insurance/annuities, backed by tools, resources, and compliance oversight with no proprietary product incentives.
Team overview
Insights
Custodian
Owner & Executives
DANIEL RENE ORONA
CONTROLLER, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #5089596
- Ownership
- 25% but less than 50%
Talha Ghani Syed
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6918321
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,519,883 | -- |
| Non-Discretionary | $537,658 | -- |
| Total | $5,057,541 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing