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 is listed in FINTRX as an SEC-registered adviser with an initial registration year of 2004. The firm’s ownership is recorded as a combination of a domestic entity and an individual. FINTRX classifies the firm as “unclassified” and does not identify Inverness Securities as a capital allocator. The profile in FINTRX contains minimal detail about the firm’s specific business lines or advisory activities. The database flags the firm as not being an active ESG investor, not a multistate adviser, not newly formed, and not a pension consultant or related adviser.
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 4Cassandra Hanke
Deputy Chief Compliance OfficerCRD 8211911
ASHLEY BENTON-COOPER
Chief Compliance OfficerCRD 4977623
BRADLEY ZUCKER
Chief Administrative OfficerCRD 4458446
Contacts
3 of 34RICHARD HEFFERN
DirectorCRD 1977994
LARRY JOSEPH
Managing DirectorCRD 1351442
DANTE IACOZILI
Senior Vice President, Head Equity TraderCRD 6296690
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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