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IC

Ignacio Nicanor Clancy

INVIU CAPITAL
MIAMI, FL
·CRD# 8193720·1 year experience

Professional Summary

Ignacio Nicanor Clancy is a registered financial advisor currently at INVIU CAPITAL located in Miami, Florida. Ignacio is registered as a RR (Registered Representative) and started their career in finance in 2026. Ignacio has worked at 1 firm and has passed the Series 7TO, SIE and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

INVIU CAPITAL·CRD# 338920
BD
1111 Brickell Avenue Suite 1850, Miami, FL 33131
August 31, 2026 - Present

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Current Firm

IC
INVIU CAPITAL

INVIU CAPITAL | VESTLY CAPITAL

CRD#: 338920 / SEC#: 8-71461
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

1111 Brickell Avenue, Suite 1850, Miami, FL 33131

Mailing Address

1111 Brickell Avenue, Suite 1850, Miami, FL 33133

Phone Number

(305) 588-4912

Established

Florida since 09/15/2025

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (1 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VESTLY GROUP CORP.MEMBER—
CLANCY, IGNACIO NICANOREXECUTIVE OFFICER8193720
GILMAN, ROBERT CRAIGFINOP/POO1738412
SCHAEFER, NOEMI CARMENCEO/PRESIDENT2241064
SHAH, RAJIVCCO/AMLCO/POO3162156

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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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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(9/18/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 7TO — General Securities Representative Examination

Passed Jan 2026About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2025About the SIE exam

Series 24 — General Securities Principal Examination

Passed Jun 2026About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Ignacio Nicanor Clancy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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IC
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