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 InsuranceMonetary Authorities-Central Bank
Keywords
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 | Location | Contact |
|---|---|---|---|
| Ryan Moe | Minneapolis, Minnesota, United States |
Email
|
|
| Tina M. Lee | President & CFO Chew & Lee Accounting | Wichita, Kansas, United States |
Email
|
| Jeff Helgeson | Investment Advisor Representative | Lynchburg, Virginia, United States |
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 | Phone | |
|---|---|---|---|
| General | 8 | 8 | 1 |
| Executive | 5 | 5 | 0 |
| Finance | 4 | 4 | 1 |
| Sales | 1 | 1 | 0 |
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