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. The data available on the firm is sparse: its owner type is recorded as a combination of a domestic entity and an individual, and it is labeled as an unclassified adviser. The snapshot indicates several operational attributes: the firm is not identified as a capital allocator, it does not list itself as an active ESG investor, and it is not flagged as a multi-state or newly formed adviser. It is also not noted as a pension consultant or as a related adviser. No descriptive information about the firm’s business activities, advisory services, fee structure, or client segments was provided.

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

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