SA Stone Wealth Management Inc.
As a leading independent broker/dealer, SA Stone Wealth Management Inc. (“SA Stone”), formerly Sterne Agee Financial Services, Inc., together with its affiliated SEC registered investment advisor, SA Stone Investment Advisors Inc., provides an integrated platform of technology, comprehensive wealth management and investment services to registered representatives, investment advisor representatives and registered investment advisors nationwide. Our firm supports more than 430 independent professionals with best-in-class service and products. SA Stone is a wholly owned subsidiary of INTL FCStone Inc. (NASDAQ: INTL), which through its subsidiaries, is a leading provider of execution, risk management, market intelligence, and post-trade services across asset classes and markets around the world.
1901 – George B ward organizes a securities firm, predecessor to Sterne, Agee & Leach. 1914 – Mervyn H. Sterne founds M.H. Sterne Securities Firm. 1916 – Mervyn H. Sterne and George B. Ward merge firms to form Ward, Sterne & Company. 1919 – Rucker Agee joins the firm. 1921 – Edmund C. Leach opens an office for the firm. 1924 (INTL) – Saul Stone, a door-to-door egg wholesaler, forms Saul Stone and Company, predecessor to FCStone. 1930 (INTL) – In the 1930s, Saul Stone and Company becomes one of the first clearing members of the Chicago Mercantile Exchange (CME). 1936 – Ward, Sterne & Company joins the National Association of Securities Dealers (NASD). 1955 – Henry S. Lynn acquires a seat on the New York Stock Exchange. Alonzo H. Lee becomes an associate member of the American Stock Exchange. 1965 – Firm incorporates as Sterne, Agee & Leach, Inc. 1978 (INTL) – A new entity called Farmers Commodities Corporation (FCC) is formed to accommodate the grain hedging brokerage services. 1981 (INTL) – International Assets is established as an internationally focused boutique brokerage firm. 1990 – Sterne, Agee & Leach consolidates with First Birmingham Securities. 1993 – F&G Investment Services, eventually Sterne Agee Financial Services, is acquired. 1994 – (INTL) International Assets is listed on NASDAQ. 1996 – The holding company of Sterne Agee Group, Inc. is formed. 1998 – Sterne Agee Asset Management is formed. 2000 – Sterne, Agee & Leach, Inc. acquires John R. Taylor Financial Group, Inc., McAllaster& Associates, CG Maton Financial Services (eventually to become Sterne Agee Financial Services). 2000 – (INTL) FCC acquires Saul Stone and Company to become FCStone, one of the nation’s largest commercial grain brokerage firms. 2009 – International Assets Holding Corporation and FCStone Group, Inc. merge. 2011 – Sterne, Agee & Leach, Inc. acquires Anderson &Strudwick. 2011 (INTL) – International Assets Holding Corporation changes its name to INTL FCStone Inc. 2014 – Sterne Agee Financial Services, Inc. acquires WRP Investments, Inc. of Youngstown, Ohio. 2015 – Sterne Agee Group, Inc. is acquired by Stifel Financial Corporation, Inc. 2015 (INTL) – The company completes the acquisition of G.X. Clarke & Co., an institutional dealer in U.S. government securities, feceral agency securities and mortgage-backed securities. INTL FCStone Inc. consolidates its securities, rates and FCM business into INTL FCStone Financial Inc. 2016 – INTL FCStone completes acquisition of Sterne, Agee & Leach, Inc. and its independent broker-dealer, Sterne Agee Financial Services, Inc. from Stifel Financial Corporation. 2017 – Sterne Agee Financial Services, Inc. and Sterne Agee Investment Advisors, Inc. become SA Stone Wealth Management Inc and SA Stone Investment Advisors Inc.
Address: 2 Perimeter Park South, Suite 500W, Birmingham, AL 35243, USA
Phone: +1 888 404 2941
FAX: +1 205 414 3200
