Spencer Clarke LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
North Miami, Florida
CRD number
41316
Registered since
May 20, 1997

Firm profile

FINTRX

Overview

Spencer Clarke LLC is organized as a limited liability company and has been SEC-registered since 1997. FINTRX classifies the firm as unclassified and records its owner type as a combination of a domestic entity and an individual. The dataset indicates the firm is not designated as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not provide descriptive entries for the firm's client segments, fee schedules, or primary advisory activities, so the public profile lacks detail about the strategies or client niches Spencer Clarke pursues.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Barry Dorfman

    BrokerCRD 2440385

  • Laura Tanne

    Laura Tanne

    DirectorCRD 1789139

  • Jon Nixon

    Jon Nixon

    FounderCRD 4710715

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

North Miami, FL

Miami Dade

Location

North Miami, FL

Headquartered in North Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1801 Ne 123rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth