Chief Financial Officer · Stonex Advisors Inc.
Joseph J. Porzio
CRD 1319702 · Named on Form ADV at 3 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 Joseph J. Porzio on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Joseph at 2 other registered advisers.
Firms and roles
- Stonex Advisors Inc.Chief Financial OfficerWealth manager · Birmingham, AL · $5.1B in regulatory assets
- Trust Advisory Group LTDChief Financial OfficerWealth manager · Birmingham, AL · $314M in regulatory assets
- Stonex International Advisors IncChief Financial OfficerWealth manager · Miami, FL · $107M in regulatory assets
AtlasMembers
Joseph’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
- 3 firmsLocked
- Control-person status
- 3 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 (13)
- 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.
- Andrew R ChamblessGeneral Counsel, Stonex Advisors Inc.
8 more people named with Joseph on the same filings, with titles and firms. Free in Atlas with a free account.
See all 13 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.