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Conner Fred Wagstaff

SA STONE INVESTMENT ADVISORS INC.·BIRMINGHAM, Alabama
SIE, Series 27, Series 99TOClean recordSA STONE INVESTMENT ADVISORS INC.
2 PERIMETER PARK SOUTH, BIRMINGHAM, AL 35243CRD# 1427591Firm CRD# 174182

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Conner Fred Wagstaff · BIRMINGHAM, AL
Registration
CRD #1427591 · SA STONE INVESTMENT ADVISORS INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
STONEX ADVISORS INC.
CRD 174182 · SEC 801-80747
AUM
$4.5B
Regulatory assets under management
Employees
233
14,988 client accounts
Services offered by STONEX ADVISORS INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at STONEX ADVISORS INC. →
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04

Frequently Asked Questions

What services does Conner Fred Wagstaff offer?
Conner Fred Wagstaff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Conner Fred Wagstaff's credentials?
Conner Fred Wagstaff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Conner Fred Wagstaff located?
Conner Fred Wagstaff is based in BIRMINGHAM, Alabama, working with SA STONE INVESTMENT ADVISORS INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Conner Fred Wagstaff charge for services?
Conner Fred Wagstaff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SA STONE INVESTMENT ADVISORS INC.?
SA STONE INVESTMENT ADVISORS INC. has approximately 233 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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