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Marc Nufrio

Stonex Advisors INC.
36 Years of Experience
Palmetto, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Marc Nufrio is a registered investment advisor at Stonex Advisors INC., based in Palmetto, FL, with 36 years of industry experience. Marc is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 9,843 clients with $5.1B in assets under management.

Stonex Advisors INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
233 advisors
Number of Clients
9,843 clients
Average Client Portfolio
$517K average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiated between the client and financial advisor up to a maximum annualized rate of 2.00% for standard assets and 1.50% for annuity allocations. Subject to a minimum annual fee of $200 or 0.10%, whichever is greater ($300 for Unified Managed Accounts). American Funds F2 platform has a separate tiered schedule of 0.80% and 0.55%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5410 Morey Farms Loop, Palmetto, FL, 34221

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2009
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Marc is involved in several business activities, including insurance sales as a member/manager of Nufrio Financial Group LLC, dedicating a significant portion of his time (3 hours per day). He is also an investment representative for StoneX Securities Inc. and a realtor, and manages real estate through M Nufrio LLC.

Employment History
Current Registrations
Stonex Advisors INC.
January 2015 - Present · 11 yrs 9 mos
Stonex Securities INC.Broker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
January 2013 - January 2015 · 2 yrs
Wrp Investments, INC.Broker
January 2013 - September 2014 · 1 yr 8 mos
Oneamerica Securities, INC.
January 2012 - December 2012 · 11 mos
Oneamerica Securities, INC.Broker
March 2010 - December 2012 · 2 yrs 9 mos
Tfs Securities, INC.Broker
June 2003 - December 2009 · 6 yrs 6 mos
Park Avenue Securities LLCBroker
May 1999 - June 2003 · 4 yrs 1 mo
Guardian Investor Services CorporationBroker
April 1994 - May 1999 · 5 yrs 1 mo
Marketing One Securities, INC.Broker
November 1993 - April 1994 · 5 mos
Robert W. Baird & CO. IncorporatedBroker
February 1990 - November 1993 · 3 yrs 9 mos
Northwestern Mutual Investment Services, INC.Broker
December 1989 - January 1994 · 4 yrs 1 mo
State Registrations6 states
FLLANJNYTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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