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Andre Luiz Reno Monteiro

Investment adviser representative at Stonex Advisors Inc.
11 yearsYears since first job or exam
1 stateRegistered in
$5.1B
11 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Stonex Advisors Inc.Aug 2026 to now
  2. Stonex Securities Inc.May 2026 to now
  3. UnemployedApr 2025 to Apr 2026
  4. Morgan StanleyAug 2024 to Mar 2025
  5. JPMorgan Chase Bank NAMar 2020 to Jul 2024
  6. JPMorgan Securities LLCMar 2020 to Jul 2024
  7. UnemployedJul 2019 to Mar 2020
  8. XP Securities LLCJun 2018 to Jul 2019
  9. JPMorgan Chase Bank NADec 2015 to May 2018
  10. JPMorgan Securities LLCDec 2015 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

Stonex Advisors Inc.

$5.1B
9,843Clients
223Advisers
11 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

6122804
174182
Advisor's SEC record (opens in a new tab)
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