Waverly Advisors
47yrs
Top advisor by experience in Birmingham
36yrs
Peter Saab
Financial advisor at Stonex Advisors
Based in Birmingham, Alabama, Peter Saab is a fiduciary financial advisor with 36 years of industry experience. Peter has been with Stonex Advisors since 2017. Stonex Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1247 advisors with offices in Birmingham, and one of 1090 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 7% by experience nationwide
Office2 Perimeter Park South Suite 500 West, Birmingham, AL 35243
FirmStonex Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$501,072
Advisors at the firm230
States licensed ?1 state
Services through Stonex Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowStonex Advisors Inc.Current firm
Contact Peter
(800) 292-2411Stonex Advisors main office 2 Perimeter Park South Suite 500 WestBirmingham, AL 35243Office · Get directions LinkedIn pageStonex Advisors
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Stonex Advisors at (800) 292-2411 and ask for Peter Saab. Peter works from the Birmingham, AL office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1990, about 36 years. Top 7% by experience nationwide.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Stonex Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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