Worthington, OH 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
937 High Street, Suite 100
Worthington OH 43085
Advisors at this office
2
Advisors at this office
Gabriel W
Series 66
Worthington, OH
Stonex Advisors Inc.
Gabriel Woolum is a financial advisor at StoneX Advisors Inc. with 18 years of industry experience. He holds a Series 66 designation and has been with StoneX Advisors since 2015, also working with StoneX Securities and GLS Financial. Outside of advising, he operates as an independent insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm uses a variety of advisor-managed and model-based investment solutions, supported by multiple platforms and third-party managers.
Daniel M
Series 63, Series 66
Worthington, OH
Stonex Advisors Inc.
Daniel Mittlesteadt is a financial advisor with StoneX Advisors Inc. in Worthington, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with StoneX Advisors since 2015, following 14 years at Wrp Investments, Inc. Outside of his advisory role, he serves as president of GLS Financial Consultants Inc., a financial planning firm. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through both independent advisors and an in-house Private Client Group. The firm utilizes proprietary and third-party investment solutions across multiple platforms while supporting customizable client restrictions and ongoing due diligence.
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