Sugeidy Mederos is a registered investment advisor at Stonex Advisors INC., based in Birmingham, AL, with 19 years of industry experience. Sugeidy 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
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
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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.
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Sugeidy is registered with Bolton Securities Corporation as an Investment Advisor Representative, but does not provide Investment Advisory services. She is also the Vice-President and Manager of Zenith Wellness Miami Corp, a massage therapy company owned by her spouse, and spends minimal time on this.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Bolton Securities CorporationBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
UBS International INC.
UBS International INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 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.