Guillermo Espinosa Montaudon has been an investment adviser representative at Stonex International Advisors since August 2023, and is not listed among the firm’s executive officers or direct owners.
Stonex International Advisors Inc is a Miami, FL firm with $107M under management, 77 clients and 15 advisers in one office, as of its July 2026 filing.
- – present · 3 yearsNew York, NY · Adviser representative · Firm CRD 153799
Investment adviser representative registrations
Guillermo Espinosa Montaudon is registered as an investment adviser representative in Florida, since August 2023.
- FloridaSince 1 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 17 June 2023 |
| Series 3 | National Commodity Futures Examination | 14 October 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 22 July 1996 |
| Series 7 | General Securities Representative Examination | 14 November 1994 |
- Name
- Uniform Combined State Law Examination
- Name
- National Commodity Futures Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 2538835
- Firm
- Stonex International Advisors · CRD 153799
- Office
- New York, NY
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Guillermo Espinosa Montaudon work?
Guillermo Espinosa Montaudon is an investment adviser representative registered through Stonex International Advisors Inc since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Guillermo Espinosa Montaudon a financial advisor?
Yes. Guillermo Espinosa Montaudon has a current investment-adviser registration in Florida, through Stonex International Advisors since August 2023.
How many years of experience does Guillermo Espinosa Montaudon have?
Guillermo Espinosa Montaudon has 26 years in the financial industry, since November 1999, across 1 adviser firm.
What exams has Guillermo Espinosa Montaudon passed?
Guillermo Espinosa Montaudon has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 66. The earliest, the Series 7, was passed in November 1994. FINRA credited Guillermo Espinosa Montaudon with the SIE, which began in October 2018.
Where is Guillermo Espinosa Montaudon based?
Guillermo Espinosa Montaudon’s registered office is in New York, NY.
Is Guillermo Espinosa Montaudon registered with FINRA?
Yes. Guillermo Espinosa Montaudon has a current broker registration, under CRD 2538835.
Source: FINRA BrokerCheck
How can I verify Guillermo Espinosa Montaudon’s record?
Search CRD 2538835 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Guillermo Espinosa Montaudon’s full registration record.
- Everardo VidaurriDirector; Chief Executive Officer
- Joseph PorzioChief Financial Officer
- Tiffany NealonChief Compliance Officer & Aml Compliance Officer
- Anthony DiciolloDirector
- Roger ShafferDirector