Spencer Clarke LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
7
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. The FINTRX record classifies the firm as "Unclassified" and lists the owner type as a domestic entity and individual. Available metadata flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. The record also indicates the firm is not a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser. The firm did not provide descriptive entries for its client base, fee structure, business activities, or advisory activities in the dataset. That lack of operational detail limits what can be inferred about target clients, service model, or typical engagement terms from the FINTRX snapshot alone.

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 7
  • Barry Dorfman

    BrokerCRD 2440385

  • Charles Druker

    CRD 8323525

  • Laura Tanne

    Laura Tanne

    DirectorCRD 1789139

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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