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FIRM PROFILE
Overview
XTELLUS ADVISORS LLC is located at 2601 S. Bayshore Drive Suite 1630, Miami, FL 33133. XTELLUS ADVISORS 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 XTELLUS ADVISORS LLC’s clients are individuals and 0% of their clients are high net worth individuals. XTELLUS ADVISORS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at XTELLUS ADVISORS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 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 XTELLUS ADVISORS 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 XTELLUS ADVISORS 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 XTELLUS ADVISORS LLC Comes From
Understanding the Statistics for XTELLUS ADVISORS LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
2601 S. Bayshore Drive Suite 1630, Miami, FL 33133
(203) 900-2221
FIRM DOCUMENTS
Part 2 Brochures
DIRECT OWNERS & EXECUTIVE OFFICERS
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 XTELLUS ADVISORS LLC
John Henry Robinson
Registered Affiliation(s):FINANCIAL PLANNING HAWAII, INC.
Sarah Flanders Soria
Registered Affiliation(s):PROSPERITY CAPITAL ADVISORS
Edgar Duran
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, LLC
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