Sa Stone Wealth Management Inc
As a leading independent broker/dealer, SA Stone Wealth Management Inc.(“SA Stone”), formerly Sterne Agee Financial Services, Inc, together with its affiliated SEC registered investment advisor, SA Stone Investment Advisors Inc, provides an integrated platform of technology, comprehensive wealth management and investment services to registered representatives, investment advisor representatives and registered investment advisors nationwide. Our firm supports independent professionals with best-in-class service and products. SA Stone is a wholly owned subsidiary of StoneX Financial Inc.(NASDAQ: SNEX), which through its subsidiaries, is a leading provider of execution, risk management, market intelligence, and post-trade services across asset classes and markets around the world. More information about StoneX Inx. is available at Member FINRA and SIPC.
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Verified contacts
49
available on Kipplo
LinkedIn employees
51
501 to 1000 range
Open roles
—
no listings
Distinct roles
30
indexed titles
Tech stack
2
tools in use
Monthly traffic
164
organic / mo
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Decision-makers and verified team members
49 contacts with verified email or phone · masked until revealed.
- DL
David Lee
Director of Equity Services · Other
EmailPhone - CL
Chris Licata
Independent Investment Advisor · Finance & Accounting
EmailPhone - RE
Russell Ellis
Regional Manager · General Business & Management
EmailPhone - AK
Andrea Kostuk
Investment Advisor · Finance & Accounting
EmailPhone - BL
Brad Lay
Financial Advisor · Finance & Accounting
EmailPhone - DS
David Sokolowski
Financial Advisor · Finance & Accounting
EmailPhone - DM
Deborah Mitchell
Financial Services Consultant · Finance & Accounting
EmailPhone - JH
Jeff Helgeson
Investment Advisor Representative · Finance & Accounting
EmailPhone - JB
John Brooks
Financial Professional · Finance & Accounting
EmailPhone
Showing 9 of 49 verified contacts
Top roles at Sa Stone Wealth Management Inc
30 distinct titles indexed · top 10 shown.
- 13financial advisor
- 4registered representative
- 2designated principal
- 2director of equity services
- 2regional manager
- 1administrative assistant
- 1advisor support associate
- 1advisor support specialist
- 1advisory specialist at sa stone wealth management inc.
- 1branch manager
- +20more titles
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