EVERGLADES GLOBAL ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CORAL SPRINGS, Florida
CRD number
313651
Registered since
April 3, 2024

Firm profile

FINTRX

Overview

Everglades Global Advisors LLC is an LLC that registered with the SEC in 2024 and is owned by an individual. The firm is classified as an unclassified adviser in the reporting data and does not present itself as a capital allocator, pension consultant, or related adviser. It is not designated as a multi-state adviser and does not identify as an active ESG investor. Regulatory and operational descriptors indicate the firm’s core business activity is as a CPO or CTA. The firm also appears to act as sponsor, general partner, or managing member of pooled investment vehicles, which positions it more as a manager of collective investment products than as a traditional retail wealth manager.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • PETER LACEY

    Managing MemberCRD 1245412

  • KENNETH ARNOLD

    Managing DirectorCRD 2429006

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CORAL SPRINGS, FL

BROWARD

Location

CORAL SPRINGS, FL

Headquartered in CORAL SPRINGS, 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
BROWARD
Address
5521 N University Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth