Irene Gerasimos Apergis
Professional Summary
Irene Gerasimos Apergis, who also goes by Rini Apergis, Irene G Aspergis, is a registered financial advisor currently at ARROWROOT FAMILY OFFICE, LLC located in Lakewood, Colorado. Irene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Irene has worked at 7 firms and has passed the Series 63, Series 65, Series 66, Series 79TO, SIE, Series 79, Series 7, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rini Apergis, Irene G Aspergis
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
ARROWROOT FAMILY OFFICE, LLC | VITREOUS PARTNERS, LLC
Contact Information
Main Address
4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292Phone Number
(833) 224-2249# of Employees
18SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,416AUM (Assets Under Management)
$430,684,413Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ARROWROOT FAMILY OFFICE, LLC | VITREOUS PARTNERS, LLC
State Registrations and Notice Filings
(8/5/2017)
(12/16/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Feb 2024About the Series 79TO examSeries 79 — Investment Banking Registered Representative Examination
Passed May 2017About the Series 79 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Irene Gerasimos Apergis's CRS (Customer Relationship Summary).
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