Mark Hugo
Investment adviser representative at Stonex Advisors Inc.
12 yearsExperience
1 stateRegistered in
$5.1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Stonex International Securities Inc.Mar 2026 to now
- The Benchmark Company LLCMar 2026 to now
- Stonex Financial Inc.May 2024 to now
- Stonex Group Inc.May 2024 to now
- Stonex Advisors Inc.Jan 2015 to now
- Stonex Securities Inc.Sep 2014 to now
- R.J. O/brien Securities LLCSep 2025 to May 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CT).
Stonex Advisors Inc.
$5.1BAssets managed
9,843Clients
224Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2177412
- Firm CRD
- 174182