SA Stone

SA Stone

A subsidiary of INTL FC Stone


2 Perimeter Park South 500 West

Birmingham, AL 35209

(877) 378-3763

Year founded: 2002

Year end: Dec. 31

For More Information

CEOJay Carter
Recruiting ContactStephen M. O'Neill
(205) 414-3349
Compliance ContactBrian Parker
Technology Operations ContactDaniel Garrett


Social Media & Mobile
Allows advisers to use social mediaY
Social media sites allowedLinkedIn
Dedicated mobile application for advisers?Y
Primary purpose of mobile application
Software Offered
Account aggregation software Other
Compliance software Protegent Surveillance (SunGard Data Systems Inc.)
CRM Act4Advisors (Allied Financial Software Inc.)
Ebix CRM Smartoffice (Ebix)
Junxure (CRM Software Inc.)
Redtail CRM (Redtail Technology)
Built in house/Proprietary
Document management Redtail Imaging (Redtail Technology)
Built in house/Proprietary
Financial planning eMoney360 (eMoney Advisor)
Morningstar Advisor Workstation (Morningstar Inc.)
Thomson One Wealth Management (Thomson Reuters)
Portfolio management Advent Portfolio Exchange (Advent Software Inc.)
Built in house/Proprietary
Portfolio rebalancing Other
Offers robo-advisory platform?N
If not, when plans to offer a robo-platformWe do not plan on offering robo-advisory services
Robo-advice services offered
How robo-platform developed
Charge for robo-advisory services?
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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