Albert A Velez
Investment adviser representative at Stonex Advisors Inc.
14 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
14 years in the industry.
- Stonex Advisors Inc.Dec 2019 to now
- Stonex Securities Inc.Dec 2019 to now
- Pnv Industries LLCMar 2017 to now
- Metroplus Health PlanMar 2012 to now
- Quest Capital Strategies, Inc.Apr 2012 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4074836
- Firm CRD
- 174182