Samuel Moorhead
Investment adviser representative at Stonex Advisors Inc.
10 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
10 years in the industry.
- Stonex Advisors Inc.Jun 2024 to now
- Stonex Securities IncApr 2024 to now
- New ConstructsJun 2020 to Mar 2024
- Merrill LynchMay 2019 to May 2020
- Duluth Hockey CompanyJul 2018 to Aug 2019
- Toppers PizzaJul 2018 to Aug 2018
- Dicks Sporting GoodsNov 2017 to Jul 2018
- University of Mn DuluthAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7123078
- Firm CRD
- 174182