JD
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
290 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$1.7B
Fee Structure
This document does not contain any fee information. It is a brochure supplement providing information on the personnel of Naples Global Advisors, LLC and its affiliate, Vero Beach Global Advisors.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information
Office location
3003 Cardinal Drive, Suite E, Vero Beach, FL, 32963
Get directionsRegulatory History (1)
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Regulatory
March 2013Final
Employment History
Current Registrations
Naples Global Advisors
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - April 2023 · 4 yrs 9 mos
Strategic Advisers LLC
June 2012 - July 2018 · 6 yrs 1 mo
Fidelity Brokerage Services LLCBroker
April 2012 - April 2023 · 11 yrs
Suntrust Investment Services, INC.
October 2010 - April 2012 · 1 yr 6 mos
Suntrust Investment Services, INC.Broker
October 2010 - April 2012 · 1 yr 6 mos
Fnb Brokerage Services, INC.
October 2007 - April 2010 · 2 yrs 6 mos
Fnb Brokerage Services, INC.Broker
October 2007 - April 2010 · 2 yrs 6 mos
Suntrust Investment Services, INC.
November 2005 - August 2007 · 1 yr 9 mos
Suntrust Investment Services, INC.Broker
October 2004 - August 2007 · 2 yrs 10 mos
Adp Broker-Dealer, INC.Broker
April 1998 - May 2004 · 6 yrs 1 mo
Fsc Securities CorporationBroker
September 1995 - April 1998 · 2 yrs 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.