TN
TN

Tiffany Nealon

21 Years of Experience
Broker

Tiffany Nealon is a registered investment advisor at Stonex International Advisors INC, based in Miami, FL, with 21 years of industry experience. Tiffany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 148 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
148 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$225.1M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)

StoneX International Advisors charges up to 2.0% annually for discretionary accounts and model portfolios, and up to 1.50% for limited discretionary accounts. These fees are based on the value of your investments and are charged quarterly. The specific fee is negotiable, so clients with similar portfolios may pay different rates. If you use StoneX International Securities, their affiliated broker-dealer, you'll also pay a flat $35 fee per transaction.

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Location

1221 Brickell Avenue, Suite 200, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Tiffany is an Investment Adviser Representative with Intercam Advisors, Inc. and Secretary at Intercam Futures, Inc.

Employment History
Current Registrations
Stonex International Advisors INC
January 2015 - Present · 11 yrs 3 mos
Stonex International Securities INC.Broker
October 2014 - Present · 11 yrs 6 mos
Previous Registrations
Bnp Paribas Investment Services, LLCBroker
October 2004 - October 2014 · 10 yrs
State Registrations18 states
AZCACOCTDEFLGAMINJNYORSCSDTXUTVAWAWY
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.