FIND A INSPEREX LLC FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at INSPEREX LLC
Looking for a Financial Advisor at INSPEREX LLC?
We have compiled every financial advisor who works at INSPEREX LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.
If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.
FIRM PROFILE
Overview
INSPEREX LLC is located at 25 Se 4th Avenue Suite 400, Delray Beach, FL 33483 and was first established at Florida, Delaware in 09/01/2023. After operating for 2 years, INSPEREX LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of INSPEREX LLC’s clients are individuals and 0% of their clients are high net worth individuals. INSPEREX LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at INSPEREX LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access INSPEREX LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at INSPEREX LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for INSPEREX LLC Comes From
Understanding the Statistics for INSPEREX LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
No Information
No Information
FIRM INFORMATION
25 Se 4th Avenue Suite 400, Delray Beach, FL 33483
233 South Wacker Drive Suite 4400, Chicago, IL 60606
Small
(312) 379-3700
Delaware since 09/01/2023
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| INSPEREX HOLDINGS LLC | MEMBER: VOTING | ||
| BUSSCHER, ARNOLD BRADLEY | CHIEF ADMINSTRATIVE OFFICER AND GENERAL COUNSEL | 2213934 | |
| CARRELS, CHRISTINE ANN | CHIEF MARKETING OFFICER | 6651750 | |
| DEEG, ADITI DAVARE | CHIEF FINANCIAL OFFICER; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER; FIN/OP | 4279152 | |
| ELLIOTT, LAURA SUE | PRESIDENT | 2125558 | |
| MITCHELL, SCOTT ALEXANDER | CHIEF EXECUTIVE OFFICER | 4717597 | |
| NICHOLSON, MARSHALL ALLEN | HEAD OF STRATEGIC INITIATIVES | 4585471 | |
| PAPAGIANNIS, JAMES JOHN | CHIEF COMPLIANCE OFFICER & AMLCO | 2449960 | |
| RHODES, DERYK TREVOR | HEAD OF WEALTH MANAGEMENT SOLUTIONS | 4157411 | |
| TOLAR, JOHN M | HEAD OF FIXED INCOME SALES & TRADING | 3075402 |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at INSPEREX LLC
Francis Jerome Steighner JR
Christopher Wayne Mee
Giora Joshua Garay
Compare statistics for financial advisors here.
Review financial advisor disclosures here.
