Louisville, KY Office

Team
Updated today

Client AUM

$4,880,938,130

Clients

9,741

Advisors

4

Of 229 advisors across 118 offices

Location

9520 Ormsby Station Road, Suite 10

Louisville KY 40223

Advisors at this office

4

Advisors at this office

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Marilyn W

Series 66

Louisville, KY

StoneX Advisors Inc.

Marilyn Wainwright is a financial advisor at StoneX Advisors Inc. in Louisville, KY, with 17 years of industry experience. She holds the Series 66 designation and has been with StoneX Advisors since 2016, having also worked at StoneX Securities since 2009. Outside of her work at StoneX, she is a partner and independent advisor at Wainwright Laventis, providing financial advice. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm employs a variety of advisor-managed portfolios and model-based solutions, supporting multiple account structures through independent advisors and an in-house Private Client Group.

ESG / Sustainable investing
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Harold W

Series 66

Louisville, KY

StoneX Advisors Inc.

Harold Wainwright III is a financial advisor at StoneX Advisors Inc. in Louisville, KY, with 17 years of industry experience. He holds a Series 66 designation and has been with StoneX Advisors since 2016, following prior work at StoneX Securities beginning in 2009. Outside of his advisory role, he is a partner at Wainwright Laventis LLC, where he provides financial advice. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm employs a range of advisor-managed and model-based investment strategies, supported by proprietary platforms and third-party managers.

ESG / Sustainable investing
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Peter L

Series 63, Series 65

Louisville, KY

StoneX Advisors Inc.

Peter Laventis is a financial advisor with StoneX Advisors Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with StoneX Advisors since 2016 and has worked at StoneX Securities Inc. since 2003. Outside of his advisory role, he serves as managing partner of Wainwright Laventis, an investment-related business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of advisor-managed portfolios, proprietary model solutions, and third-party money managers to implement investment strategies.

ESG / Sustainable investing
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Harold W

Series 63, Series 65

Louisville, KY

StoneX Advisors Inc.

Harold Wainwright Jr. is a financial advisor with StoneX Advisors Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with StoneX Advisors since 2016 and has worked at StoneX Securities Inc. since 2003. Outside of his advisory role, he serves on the advisory board of Vaccinogen, providing input on cancer research directions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of platforms and investment strategies, including proprietary models and third-party managers, and is part of the broader StoneX Group, which provides integrated clearing, custody, and lending services.

ESG / Sustainable investing
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