Inverness Securities, LLC
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 129914
- Registered since
- April 12, 2004
Firm profile
FINTRXOverview
Inverness Securities, LLC is organized as a limited liability company and has been SEC-registered since 2004. FINTRX classifies the firm as unclassified and notes ownership by a domestic entity and an individual. The dataset indicates the firm does not function as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not disclose details about its client segments, fee schedules, advisory activities, or core business lines within the provided record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Bradley Zucker
Chief Administrative OfficerCRD 4458446

Fred Bush
Chief Financial OfficerCRD 3075024

Ashley Benton-cooper
Chief Compliance OfficerCRD 4977623
Contacts
3 of 34
William Koenig
Managing DirectorCRD 4297959

Daniel Thelen
Managing DirectorCRD 4402923
Eric Woidke
DirectorCRD 4200076
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 6060 Parkland Blvd
- Time zone
- ET (UTC-5)
- Office locations
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