Naples Global Advisors

Naples Global Advisors (CRD# 158544) is a financial advisory firm headquartered in Naples, FL. They manage $359,265,490 in 544 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    359
    MILLION
  • Total Number of Accounts
    544
    ACCOUNTS
  • Average Account Value
    $660,415
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, IL, LA, MA, TX, WV

Financial Advisors at Naples Global Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Nicole L. Felts
CRD#: 4229237
720 5th Avenue South, Ste. 200, Naples, FL 34102
96
Wealthminder
score

Nicole Felts (CRD# 4229237) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 17 years of experience in the finance industry. Nicole Felts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John M. Suddeth
CRD#: 1653540
720 5th Avenue South, Ste. 200, Naples, FL 34102
96
Wealthminder
score

John Suddeth (CRD# 1653540) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 30 years of experience in the finance industry.

3
Grzegorz S. Debski
CRD#: 5394642
720 5th Avenue South, Ste. 200, Naples, FL 34102
88
Wealthminder
score

Grzegorz Debski (CRD# 5394642) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 2 years of experience in the finance industry.

4
Michael H. Morris
CRD#: 4513473
720 5th Avenue South, Ste. 200, Naples, FL 34102
88
Wealthminder
score

Michael Morris (CRD# 4513473) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 2 years of experience in the finance industry.

5
Sarah M. Geroy
CRD#: 2021861
720 5th Avenue South, Ste. 200, Naples, FL 34102
87
Wealthminder
score

Sarah Geroy (CRD# 2021861) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 2 years of experience in the finance industry.

6
Adriene R. Prokop-Ervin
CRD#: 6469986
720 5th Avenue South, Ste. 200, Naples, FL 34102
87
Wealthminder
score

Adriene Prokop-Ervin (CRD# 6469986) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 2 years of experience in the finance industry.

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