Medina, OH Reserve Commons Dr Office
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Stonex Advisors Inc.
Multi-team
Firm-wide stats for Stonex Advisors Inc.
About
StoneX Advisors Inc. serves individuals (including high‑net‑worth clients), corporations, retirement plans and charitable organizations, providing discretionary and non‑discretionary portfolio management, financial planning, ERISA plan consulting, annuity allocation and related consulting services. The firm delivers these services through a mix of independent Financial Advisors and an in‑house Private Client Group, and supports multiple account structures and model-based solutions.
The firm implements strategies through advisor‑managed portfolios, proprietary StoneX Model Solutions and StoneX Select Managers, as well as third‑party money managers (TPMMs), using platforms such as Envestnet, Advyzon and Pontera for portfolio implementation, overlays and tax‑aware services. Clients may impose reasonable investment restrictions, and StoneX conducts periodic reviews and due diligence on TPMMs, models and advisory accounts.
Notable among enterprise peers, StoneX operates as part of StoneX Group and its affiliates include a broker‑dealer and a registered futures commission merchant (SFI), which provides integrated clearing, custody, sweep and lending capabilities and can affect execution, operational workflows and revenue flows. The firm also supports a large network of advisor DBAs and various sub‑advisory and promoter arrangements, which can lead to different implementation pathways, platform charges and disclosed conflicts of interest described in its Form ADV.
Based on Stonex Advisors Inc.
Location
3575 Reserve Commons Dr, Suite 100
Medina OH 44256
Advisors at this office
3
Advisors at this office
Chase H
Series 66
Medina, OH
Stonex Advisors Inc.
Chase Henderson is a financial advisor at StoneX Advisors Inc. with one year of industry experience. He holds a Series 66 designation and began his advisory career with StoneX Advisors Inc. and StoneX Securities Inc. in 2025. Prior to his advisory role, he was employed at Miami University and the Miami University Rec Center. Henderson also operates Henderson Financial Services, focusing on insurance and investments. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing platforms like Envestnet and Advyzon for portfolio implementation and tax-aware services.
Chad H
Series 66
Medina, OH
Stonex Advisors Inc.
Chad Henderson is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc. since 2019. Outside of his advisory role, Henderson is involved in managing a family farm that raises livestock and cultivates land. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes a combination of proprietary models, third-party money managers, and various platforms to implement customized investment strategies.
Robert H
Series 63
Medina, OH
Stonex Advisors Inc.
Robert Henderson is a financial advisor with StoneX Advisors Inc. in Medina, Ohio, holding a Series 63 license and 11 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2017 and previously at Sterne Agee Financial Services from 2014 to 2017. Outside of his advisory work, Henderson is involved in health and fitness through a partnership at MMBKH, LLC, and manages tax preparation services during tax season. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting among other services. The firm utilizes a variety of platforms and third-party managers to implement strategies across multiple account structures.
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