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Demetrios G. Limperopoulos

NAVIS WEALTH ADVISORS
PALM BEACH GARDENS, FL 33418
Some features on this profile are disabled
CRD#: 7810680
DL
Demetrios G LimperopoulosNAVIS WEALTH ADVISORS

Professional summary

Demetrios G Limperopoulos, who also goes by Demetrios Limperopoulos, is a registered financial advisor currently at NAVIS WEALTH ADVISORS LLC located in Palm Beach Gardens, Florida and QUINCY WELLS CAPITAL, LLC located in Chicago, Illinois.

Demetrios is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Demetrios has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Demetrios Limperopoulos

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.
1) Mr. Limperopoulos is dually registered with Quincy Wells Capital, LLC (“Quincy Wells”) and Navis Wealth Advisors, LLC ("Navis"). Mr. Limperopoulos has served as an investment advisor representative for Navis since June 2026 and as a registered representative for Quincy Wells since June 2026. Business is conducted from Palm Beach Gardens, FL, 33418. Approximately 10% of Mr. Limperopoulos ’s time is for services as a registered representative. 2) Chronos Holdings, LLC; Not investment-related; Fort Lauderdale, Florida; LLC; Asset holdings company; Owner; 10/2024; 2 hours per month; 0 during trading hours; Make financial decisions regarding assets held within company 3) Limperopoulos Management; Not investment-related; Fort Lauderdale, Florida; Business Administrative Service; Sole Proprietor/Owner; 10/2024; 6 hours per month; 0 during trading hours; Administration and operations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Demetrios G Limperopoulos's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 14, 2026 - Present

NAVIS WEALTH ADVISORS LLC

Office #1: 4500 Pga Boulevard Suite 201, Palm Beach Gardens, FL 33418
RIA
CRD#: 311171
PALM BEACH GARDENS, FL
Current

June 18, 2026 - Present

QUINCY WELLS CAPITAL, LLC

Office #1: 145 South Wells Ste 1301, Chicago, IL 60606
BD
CRD#: 334163
CHICAGO, IL
Past

September 30, 2025 - March 5, 2026

MORGAN STANLEY

RIA
CRD#: 149777
Tampa, FL
Past

August 14, 2025 - March 5, 2026

MORGAN STANLEY

BD
CRD#: 149777
Tampa, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NW
NAVIS WEALTH ADVISORS LLC
APELIUX CAPITAL ADVISORS, LLC | NAVIS WEALTH ADVISORS LLC

CRD#: 311171 / SEC#: 801-119746

RIA
Registered Investment Advisory firm - (11/6/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(6/18/2026)
IAR
Florida
(8/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/19/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/14/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/6/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

NW
NAVIS WEALTH ADVISORS LLC
APELIUX CAPITAL ADVISORS, LLC | NAVIS WEALTH ADVISORS LLC

CRD#: 311171 / SEC#: 801-119746

RIA
Registered Investment Advisory firm - (11/6/2020 Approved)
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Contact information

Main Address
800 Westchester Avenue Suite 700, Rye Brook, NY 10573
Mailing Address
Phone number
(914) 848-8300
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NAVIS WEALTH ADVISORS DISCLOSURE BROCHURE (11/19/2025)

Regulatory assets under management

Total Number of Accounts377
AUM (Assets Under Management)$ 540,686,352

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NAVIS WEALTH ADVISORS LLC

CRD#: 311171Palm Beach Gardens, FL 33418

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