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Ronald Chase Woodruff

Trust Advisory Group Ltd

Birmingham, AL

Stonex Advisors Inc.

Birmingham, AL

CRD 7136227

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Employer firm

Trust Advisory Group Ltd CRD 106926

$314M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Trust Advisory Group Ltd

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-01-16
  • AL RA
    APPROVED
    Since 2025-01-16

Branch Locations

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Stonex Advisors Inc.

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-01-16
  • AL RA
    APPROVED
    Since 2025-01-16

Branch Locations

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Alabama Birmingham Birmingham AL 08/2015 04/2019
A Work Of Art Orange Beach AL 05/2011 08/2018
Stonex Group Inc New York NY 06/2019 03/2022
Stonex Financial Inc Birmingham AL 06/2019 03/2022
Stonex Securities Inc. Birmingham AL 03/2022 Present
  • 08/2015 → 04/2019
    University Of Alabama Birmingham
    Birmingham, AL
  • 05/2011 → 08/2018
    A Work Of Art
    Orange Beach, AL
  • 06/2019 → 03/2022
    Stonex Group Inc
    New York, NY
  • 06/2019 → 03/2022
    Stonex Financial Inc
    Birmingham, AL
  • 03/2022 → Present
    Stonex Securities Inc.
    Birmingham, AL
Designations
  • Chartered Financial Analyst
Other Names
  • Chase Woodruff

View on SEC IAPD

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