DARCY BRIX INVESTMENT REPRESENTATIVE, INC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
WILLOUGHBY, Ohio
CRD number
166783
Fee structure
Other

Firm profile

FINTRX

Overview

Darcy Brix Investment Representative, Inc. operates as a corporation and is classified as unclassified within the financial advisory sector. The firm is owned by an individual, and while it does not engage in capital allocation, it provides advisory services to a diverse client base. The firm has not positioned itself as an active ESG investor and does not function as a multi-state adviser or pension consultant. Its fee structure is categorized as "other," indicating a potentially unique approach to client billing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • MARTIN SNYDER

    Chief Executive OfficerCRD 6123658

  • MICHAEL SNYDER

    Chief Information OfficerCRD 6192578

  • GRETCHEN KUBICEK

    Chief Financial OfficerCRD 6192582

Contacts

1 of 1
  • WILLIAM KUBICEK

    Vice President of Sales & MarketingCRD 6123248

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WILLOUGHBY, OH

LAKE

Location

WILLOUGHBY, OH

Headquartered in WILLOUGHBY, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
LAKE
Address
4420 Sherwin Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth