Miami, FL SE 2nd Ave Office

Team
Updated today

Stonex Advisors Inc.

Multi-team

Firm-wide stats for Stonex Advisors Inc.

Total advisors

231

Across 118 offices

Clients per advisor

42 Low

Avg AUM per client

$501,072 Typical

HNW client ratio

10% Low

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.

Expertise

ESG / Sustainable investing

Based on Stonex Advisors Inc.

Location

333 SE 2nd Ave, 21st Floor

Miami FL 33131

Advisors at this office

9

Advisors at this office

user avatar

Gustavo A

Series 63, Series 65

Miami, FL

Stonex Advisors Inc.

Gustavo Alfonso is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bolton Securities Corporation, RBC Capital Markets, UBS International Inc., Wells Fargo Clearing, and Prudential Equity Group. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm uses a range of strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

ESG / Sustainable investing
user avatar

Alvaro T

Series 63, Series 65, Series 66

Miami, FL

Stonex Advisors Inc.

Alvaro Torres is a financial advisor with StoneX Advisors Inc. in Miami, FL, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Citigroup, J.P. Morgan Securities, UBS Financial Services, and VTS Capital Partners. He also works as a real estate agent with Weichert Realtors | Capella Estates, representing buyers in residential property transactions. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of advisor-managed portfolios, proprietary model solutions, and third-party managers across various platforms to implement investment strategies.

ESG / Sustainable investing
user avatar

Oscar R

Series 66

Miami, FL

Stonex Advisors Inc.

Oscar Rubiano is a financial advisor at StoneX Advisors Inc. based in Miami, FL, holding a Series 66 designation with 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Securities Corp, Bci Securities, and independent insurance agency work. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a mix of independent advisors and an in-house Private Client Group. The firm utilizes a variety of investment platforms and strategies, including proprietary models and third-party money managers, supporting multiple account structures and client-imposed investment restrictions.

ESG / Sustainable investing
user avatar

Daniel N

Series 66

Miami, FL

Stonex Advisors Inc.

Daniel Nunes is a financial advisor at StoneX Advisors Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Morgan Stanley, Credit Suisse Securities, and BTG Pactual. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers across multiple platforms.

ESG / Sustainable investing
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Ronnie S

Series 66

Miami, FL

Stonex Advisors Inc.

Ronnie Salvador is a financial advisor at StoneX Advisors Inc. based in Miami, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at StoneX Securities Inc., Sherwood Food Distributor, Intercam Securities, and Banrisul Bank. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm utilizes multiple investment strategies and platforms, offering both advisor-managed portfolios and model-based solutions.

ESG / Sustainable investing
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Kathryn V

Series 63, Series 65

Miami, FL

Stonex Advisors Inc.

Kathryn Vera is a financial advisor at StoneX Advisors Inc. with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked for Bulltick LLC for 15 years. Vera is also active as a public speaker on topics related to women, finance, and economics. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors, proprietary models, and third-party managers to deliver tailored investment solutions.

ESG / Sustainable investing
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Franklin C

Series 63, Series 65

Miami, FL

Stonex Advisors Inc.

Franklin Christophers is a financial advisor at StoneX Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bolton Global Asset Management, Bolton Global Capital, Citigroup Global Markets, and LPL Financial. Christophers is a co-owner and Managing Director of Brightstone Capital, an investment advisory entity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a variety of model-based solutions and third-party money managers to implement investment strategies across multiple account structures.

ESG / Sustainable investing
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Sugeidy M

Series 66

Miami, FL

Stonex Advisors Inc.

Sugeidy Mederos is a financial advisor at StoneX Advisors Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Bolton Securities Corporation, RBC Capital Markets, and UBS International Inc. Outside of her advisory role, she serves as Vice President of Zenith Wellness Miami, a massage therapist services business. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations through a mix of independent advisors and an in-house Private Client Group. The firm offers a variety of investment strategies, including advisor-managed portfolios and third-party money managers, supported by platforms such as Envestnet and Advyzon.

ESG / Sustainable investing
user avatar

Andre Luiz M

Series 66

Miami, FL

Stonex Advisors Inc.

Andre Luiz Monteiro is a financial advisor at StoneX Advisors Inc. with 9 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Securities LLC, JPMorgan Chase Bank NA, Morgan Stanley, Citigroup Global Markets, and XP Securities LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes a range of proprietary and third-party investment strategies and platforms to implement client portfolios.

ESG / Sustainable investing
View complete list of advisors at this office
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