Colin Mason Winkler
Investment adviser representative at Stonex Advisors Inc.
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Stonex Advisors Inc.Oct 2022 to now
- Stonex Securities Inc.Oct 2022 to now
- Stonex Financial Inc.Jul 2017 to Oct 2022
- Sterne, Agee, and Leach, Inc.Apr 2017 to Jul 2017
- Stonex Group IncJul 2016 to Oct 2022
- Sterne Agee Financial Services, IncOct 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 6366817
- Firm CRD
- 174182