Joseph Porzio has been Chief Financial Officer of Stonex Advisors since September 2021, is a control person of the firm and directly owns under 5% of it.
Stonex Advisors Inc. is a Birmingham, AL firm with $5.09B under management, 9,843 clients and 220 advisers across 156 offices, as of its June 2026 filing.
No adviser firm registrations are on Joseph Porzio’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 2 January 2023 |
| Series 72 | Government Securities Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 27 | Financial and Operations Principal Examination | 30 June 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Government Securities Representative Examination
- Name
- Operations Professional Examination
- Name
- Financial and Operations Principal Examination
- Full name
- Joseph John Porzio
- CRD
- 1319702
- Firm
- Stonex Advisors · CRD 174182
- Role
- Chief Financial Officer
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joseph Porzio work?
Joseph Porzio has been Chief Financial Officer of Stonex Advisors Inc. since September 2021, and is a control person of the firm.
Does Joseph Porzio have a current investment-adviser registration?
Joseph Porzio has a current broker registration and no current investment-adviser registration.
What exams has Joseph Porzio passed?
Joseph Porzio has passed 4 licensing exams: the Series 27, SIE, Series 72 and Series 99TO. The earliest, the Series 27, was passed in June 1993.
Is Joseph Porzio registered with FINRA?
Yes. Joseph Porzio has a current broker registration, under CRD 1319702.
Source: FINRA BrokerCheck
How can I verify Joseph Porzio’s record?
Search CRD 1319702 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph Porzio’s full registration record.