Steven Paul Cook
Investment adviser representative at Stonex Advisors Inc.
24 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
24 years in the industry.
- Stonex Advisors Inc.Jan 2026 to now
- Stonex Securities IncNov 2025 to now
- Matrix Iii Income Tax Service, LLCOct 2002 to now
- Stonex Advisors Inc.Nov 2025 to Nov 2025
- Investment Network, Inc.Jan 2005 to Nov 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4526402
- Firm CRD
- 174182