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- Custodian
- Morgan Stanley · Pershing · Stonex
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-22-2010
- Office Locations
- 2
Office Locations
About Stonex International Advisors INC
StoneX International Advisors is a Miami-based (also New York) wealth management and advisory firm serving retail and institutional clients. The team provides financial and estate planning, insurance planning, and portfolio construction with an asset-allocation and risk-management approach. Portfolios emphasize ETFs, mutual funds, and fixed income (including U.S. government/agency and investment-grade bonds). Custody relationships include Pershing and Morgan Stanley.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANTHONY JOSEPH DICIOLLO
DIRECTOR
- CRD
- #4976402
- Ownership
- Less than 5%
TIFFANY NEALON
Aml Compliance Officer, Chief Compliance Officer
- CRD
- #4858359
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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JUAN ALVARADO
Registered Representative
- CRD
- #6147422
Josue A. Chavez
--
- CRD
- #6715226
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,246,223 | $1,460,141 |
| Non-Discretionary | $42,406,407 | $1,285,043 |
| Total | $106,652,630 | $1,385,099 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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