Inverness Securities, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
38
Avg account
$0

Firm details

Headquarters
Cleveland, Ohio
CRD number
129914
Registered since
April 12, 2004

Firm profile

FINTRX

Overview

Inverness Securities, LLC is organized as a limited liability company and has been SEC-registered since 2004. FINTRX classifies the firm as unclassified and notes ownership by a domestic entity and an individual. The dataset indicates the firm does not function as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not disclose details about its client segments, fee schedules, advisory activities, or core business lines within the provided record.

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

Owners & executives

3 of 4
  • Bradley Zucker

    Bradley Zucker

    Chief Administrative OfficerCRD 4458446

  • Fred Bush

    Fred Bush

    Chief Financial OfficerCRD 3075024

  • Ashley Benton-cooper

    Ashley Benton-cooper

    Chief Compliance OfficerCRD 4977623

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Contacts

3 of 34
  • William Koenig

    William Koenig

    Managing DirectorCRD 4297959

  • Daniel Thelen

    Daniel Thelen

    Managing DirectorCRD 4402923

  • Eric Woidke

    Eric Woidke

    DirectorCRD 4200076

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth