SPENCER CLARKE LLC
Firm details
- Headquarters
- NORTH MIAMI, Florida
- CRD number
- 41316
- Registered since
- May 20, 1997
Firm profile
FINTRXOverview
Spencer Clarke LLC is a limited liability company that has been registered with the SEC since 1997. Public records list the owner type as a combination of a domestic entity and an individual and classify the firm as "Unclassified." Available data indicate the firm is not characterized as a capital allocator, is not active on ESG matters, is not a pension consultant, and is not listed as a related adviser or a newly formed adviser. The firm has not disclosed substantive information about its client segments, fee schedules, advisory services, investment philosophy, or portfolio construction in the dataset provided. There is a reporting inconsistency to note: the firm is shown as having multiple office locations in more than one state while simultaneously being flagged as not a multi-state adviser; that suggests either a data gap or differing definitions across filings.
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
Contacts
3 of 6BARRY DORFMAN
BrokerCRD 2440385
LAURA TANNE
DirectorCRD 1789139
JON NIXON
FounderCRD 4710715
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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