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- Custodian
- Pershing ยท Stonex
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2014
- Office Locations
- 131
Office Locations
About Stonex Advisors Inc.
StoneX Wealth Management is a registered investment advisory firm and independent broker-dealer providing an integrated technology, compliance, and wealth management platform for financial professionals across the U.S. and Latin America. Services include managed portfolios, retirement/college planning, estate and tax planning, lending, and insurance/annuities. Open-architecture approach with no incentives for proprietary products and flexible affiliation models (brokerage, advisory, hybrid).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW R CHAMBLESS
Broker, General Counsel
- CRD
- --
- Ownership
- Less than 5%
STUART ANDREW DAVISON
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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GUSTAVO ENRIQUE ALFONSO
--
- CRD
- #2570686
DAVID WILLIAM ALLEN
Financial Advisor
- CRD
- #1557196
Showing 2 of 243 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,806,637,865 | $329,722 |
| Non-Discretionary | $1,286,246,915 | $326,293 |
| Total | $5,092,884,780 | $328,849 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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