General Counsel · Stonex Advisors Inc.
Andrew R. Chambless
CRD 5119116 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Stonex Advisors Inc., an SEC-registered wealth manager based in Birmingham, AL with $5.1 billion in regulatory assets, lists Andrew R. Chambless on its Form ADV as General Counsel, a control person. The SEC filings also name Andrew at 1 other registered adviser.
Firms and roles
- Stonex Advisors Inc.General CounselWealth manager · Birmingham, AL · $5.1B in regulatory assets
- Trust Advisory Group LTDGeneral CounselWealth manager · Birmingham, AL · $314M in regulatory assets
AtlasMembers
Andrew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Marcus B. RichardsonChief Operations Officer / Chief Executive Officer, Stonex Advisors Inc.
- Charles M. LyonDirector, Stonex Advisors Inc.
- William J. DunawayDirector, Stonex Advisors Inc.
- Mark L. MaurerDirector, Stonex Advisors Inc.
- Joseph J. PorzioChief Financial Officer, Stonex Advisors Inc.
4 more people named with Andrew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.