linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Quattrochi

Stonex Financial Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Quattrochi

Stephen Quattrochi is a financial professional with over 30 years of experience in the industry. Stephen is currently registered with Stonex Financial Inc. in New York. Stephen has previously held positions at Morgan Stanley & Co. LLC, Morgan Stanley, Morgan Stanley DW Inc., Josephthal Lyon & Ross Incorporated, JESUP, JOSEPHTHAL & CO., INC., J. T. MORAN & CO., INC., HANIFEN, IMHOFF SECURITIES CORP., MOORE & SCHLEY, CAMERON & CO., and JOSEPHTHAL & CO., INCORPORATED. Stephen is a Series 7, Series 52, Series 53, and Series 79 licensed professional. Stephen is licensed in Florida, New Jersey, and New York.

Firm Information

Stephen Quattrochi is currently registered with Stonex Financial Inc.. Stonex Financial Inc. is a Corporation that was formed on May 29, 1998 and is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

374

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Quattrochi’s Registration & Firm History

NY

06/15/2021 - Present

Stonex Financial Inc. (NEW YORK NY)

NY

05/16/2014 - 06/01/2021

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

06/01/2009 - 08/18/2014

MORGAN STANLEY (New York NY)

NY

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)

NY

07/21/1993 - 04/02/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

10/08/1991 - 07/20/1993

JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)

NA

01/22/1990 - 07/22/1991

JESUP, JOSEPHTHAL & CO., INC.

NA

11/22/1988 - 01/29/1990

J. T. MORAN & CO., INC.

NA

01/02/1990 - 01/27/1990

HANIFEN, IMHOFF SECURITIES CORP.

NA

08/31/1989 - 01/02/1990

MOORE & SCHLEY, CAMERON & CO.

NA

02/23/1988 - 11/28/1988

JOSEPHTHAL & CO., INCORPORATED

Not sure if Stephen Quattrochi is right for you?

Licenses & Designations

BC

Issued 04/07/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Quattrochi.
Not sure if Stephen Quattrochi is right for you?