Ted Biskind
Ted Biskind is a registered investment advisor at Stonex Advisors INC., based in Cleveland, OH, with 42 years of industry experience. Ted operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
1621 Euclid Avenue, Suite 1710, Cleveland, OH, 44115
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ted is a sole proprietor working as an insurance broker for American Benefits Group, focusing on sales. This activity takes up nearly all of Ted's time and is compensated through commissions.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
Equity Services, INC.Broker
Locust Street Securities, INC.Broker
Green Hill Financial Service CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.