SA Stone Wealth Management Inc.

SA Stone Wealth Management Inc.

Financial Services 2 Perimeter Park South 53 employees SNEX
Employees
53
Contacts
3
Emails
3
Phones
1

SA Stone Wealth Management Inc. Overview

Headquarters
2 Perimeter Park South
Phone Number
Available in AeroLeads
Website
saswealth.com
Industry
Financial Services
Employees
53
Founded
2017
Stock Symbol
SNEX
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About 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 www.stonex.com. Member FINRA and SIPC.

SA Stone Wealth Management Inc. Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

SA Stone Wealth Management Inc. Org Chart

Sample employees and titles
Name Title Contact
Ryan Moe
Email
Tina M. Lee President & CFO Chew & Lee Accounting
Email
Jeff Helgeson Investment Advisor Representative
Email Phone
David S. Financial Representative
View

Employees by Management Level

Individual contributor 12 profiles
Executive 4 profiles
Director 3 profiles
Senior / Lead 3 profiles
Associate / junior 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 8 8 1
Executive 5 5 0
Finance 4 4 1
Sales 1 1 0

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