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Chief Operations Officer / Chief Executive Officer · Stonex Advisors Inc.

Marcus B. Richardson

CRD 3037932 · 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 Marcus B. Richardson on its Form ADV as Chief Operations Officer / Chief Executive Officer, a control person. The SEC filings also name Marcus at 1 other registered adviser.

Firms and roles

  • Stonex Advisors Inc.Chief Operations Officer / Chief Executive OfficerWealth manager · Birmingham, AL · $5.1B in regulatory assets
  • Trust Advisory Group LTDChief Operations Officer / Chief Executive OfficerWealth manager · Birmingham, AL · $314M in regulatory assets

AtlasMembers

Marcus’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
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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)

4 more people named with Marcus on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marcus’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.