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Mayo M Woodward

Investment adviser representative at Stonex Advisors Inc.
10 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

10 years in the industry.

  1. Stonex Financial Inc.Jan 2026 to now
  2. Stonex Advisors Inc.May 2019 to now
  3. Stonex Securities Inc.May 2019 to now
  4. Pruco Securities, LLCOct 2017 to Apr 2019
  5. The Prudential Insurance Company of AmericaOct 2017 to Apr 2019
  6. Guardian Life Insurance Co of AmericaMar 2017 to Oct 2017
  7. Park Avenue Securities, LLCMar 2017 to Oct 2017
  8. UnemployedSep 2016 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 1 state (AL).

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
2760970
Firm CRD
174182
Advisor's SEC record (opens in a new tab)
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