Priscilla Vultaggio
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.Nov 2021 to now
- Stonex Financial Inc.Oct 2020 to now
- Stonex Group Inc.Oct 2020 to now
- UnemployedApr 2020 to Sep 2020
- Millennial Advisers, LLCJul 2016 to Mar 2020
- Allied Millennial Partners, LLCApr 2012 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2021
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
- 5558484
- Firm CRD
- 174182