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Priscilla Vultaggio

Stonex Advisors Inc.

Birmingham, AL

New York, NY

CRD 5558484

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Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Stonex Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-04
  • NY RA
    APPROVED
    Since 2021-11-04

Branch Locations

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

230 Park Ave 10Th Floor, New York, NY 10169 • 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
Allied Millennial Partners, Llc New York NY 04/2012 03/2020
Millennial Advisers, Llc New York NY 07/2016 03/2020
Stonex Financial Inc. New York NY 10/2020 Present
Unemployed New York NY 04/2020 09/2020
Stonex Group Inc. New York NY 10/2020 Present
Stonex Advisors Inc. New York NY 11/2021 Present
  • 04/2012 → 03/2020
    Allied Millennial Partners, Llc
    New York, NY
  • 07/2016 → 03/2020
    New York, NY
  • 10/2020 → Present
    Stonex Financial Inc.
    New York, NY
  • 04/2020 → 09/2020
    Unemployed
    New York, NY
  • 10/2020 → Present
    Stonex Group Inc.
    New York, NY
  • 11/2021 → Present
    New York, NY
Previous Registrations
Other Businesses

Registered Representative may be coded as employee of parent or an affiliate of the parent. The employee may also have various roles for the Firm's affiliates including but not limited to Board positions, please refer to Item 12, employment section, of the U4 for information. Hours may vary as dictated by corporate needs.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-12-21
S65 Uniform Investment Adviser Law Examination 2016-06-30
  • S63 Uniform Securities Agent State Law Examination
    2021-12-21
  • S65 Uniform Investment Adviser Law Examination
    2016-06-30
Other Names
  • Priscilla Orduna
  • Priscilla Orduna Vultaggio

View on SEC IAPD

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