Advisor at StoneX Advisors Inc.
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Location
Jeffersonville, NY
Credentials
Series 63, Series 65
Industry experience
32 years
Arthur Kole is a financial advisor with StoneX Advisors Inc. in Jeffersonville, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at StoneX Advisors since 2015 and StoneX Securities since 2014. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm employs a variety of strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers for portfolio implementation and oversight.
Based on StoneX Advisors Inc.
Offered for Financial Consulting services at fixed fees; specific amounts not stated in brochure
$0 - $249,999: 0.80% (American Funds F2 Platform tier) $250,000+: 0.55% (American Funds F2 Platform tier)
Offered for Financial Consulting services at hourly rates; specific rates not stated in brochure
Account minimum: $5,000 (minimum account value below which advisory agreements may be terminated); specific minimums vary by service (e.g., $50,000 for Advisor as Portfolio Manager service, $25,000 for Advisor as Financial Consultant service, $10,000 to $100,000 for various StoneX Model Solutions, $100,000 for Separate Account Managers and Model Portfolio Providers, $10,000 for Fund Strategists, $250 per fund for American Funds F2 Platform) Minimum fee: Minimum Management Fee of 0.10% or $200 annually (whichever is greater) per Advisory Account; $300 minimum fee for UMA accounts
Jeffersonville, NY
New York
Stonex Advisors Inc
2015 - Present (11 years)
StoneX Securities Inc
2014 - Present (12 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Cochecton, NY
Heritage Hill Adviser
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Series 63, Series 66
Livingston Manor, NY
Cambridge Investment Research Advisors
Charles Gilbride is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 36 years of industry experience, including prior roles at National Alliance Securities, LLC. Gilbride is also employed with TAG Advisors, an enterprise of Cambridge, where he is involved in advisory and trading activities. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals using multiple account platforms and a range of investment strategies.
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