Naples Global Advisors

Naples Global Advisors (CRD# 158544) is a financial advisory firm headquartered in Naples, FL. They manage $1,472,058,453 in 1,554 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
720 5th Avenue South, Ste. 200, Naples, FL 34102
http://www.verobeachglobaladvisors.com
By the Numbers
  • Total Assets Under Management
    1,472
    MILLION
  • Total Number of Accounts
    1,554
    ACCOUNTS
  • Average Account Value
    $947,271
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
The map below shows states where this firm has explicit registration only.

FL, GA, IL, MA, NC, NH, OH, TN, TX, VA

Financial Advisors at Naples Global Advisors
Showing 1 - 10 of 13 top financial advisors.
1
Isaac Codrey, financial advisor Naples FL
Isaac E. Codrey
CRD#: 5528949
720 5th Avenue South, Ste. 200, Naples, FL 34102

Isaac Codrey (CRD# 5528949) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 15 years of experience in the finance industry.

2
Grzegorz Debski, financial advisor Naples FL
Grzegorz S. Debski
CRD#: 5394642
720 5th Avenue South, Ste. 200, Naples, FL 34102

Grzegorz Debski (CRD# 5394642) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 9 years of experience in the finance industry.

3
Kerry Geroy, financial advisor Naples FL
Kerry M. Geroy
CRD#: 2021861
720 5th Avenue South, Ste. 200, Naples, FL 34102

Kerry Geroy (CRD# 2021861) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 8 years of experience in the finance industry.

4
David Griffis, financial advisor Vero Beach FL
David W. Griffis
CRD#: 1964522
4625 Florida A1a, Suite 9, Vero Beach, FL 32963

David Griffis (CRD# 1964522) is an Investment Advisor Representative working at Naples Global Advisors in Vero Beach, FL and has over 34 years of experience in the finance industry.

5
Andrew Hartline, financial advisor Vero Beach FL
Andrew B. Hartline
CRD#: 4491798
4625 Florida A1a, Suite 9, Vero Beach, FL 32963

Andrew Hartline (CRD# 4491798) is an Investment Advisor Representative working at Naples Global Advisors in Vero Beach, FL and has over 20 years of experience in the finance industry.

6
Michael Morris, financial advisor Naples FL
Michael H. Morris
CRD#: 4513473
720 5th Avenue South, Ste. 200, Naples, FL 34102

Michael Morris (CRD# 4513473) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 9 years of experience in the finance industry.

7
Sara Perkins, financial advisor Naples FL
Sara B. Perkins
CRD#: 5928525
720 5th Avenue South, Ste. 200, Naples, FL 34102

Sara Perkins (CRD# 5928525) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 5 years of experience in the finance industry.

8
Jason Rundorff, financial advisor Naples FL
Jason R. Rundorff
CRD#: 5276530
720 5th Avenue South, Ste. 200, Naples, FL 34102

Jason Rundorff (CRD# 5276530) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 16 years of experience in the finance industry.

9
John Suddeth, financial advisor Naples FL
John M. Suddeth
CRD#: 1653540
720 5th Avenue South, Ste. 200, Naples, FL 34102

John Suddeth (CRD# 1653540) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 37 years of experience in the finance industry.

10
John Cheesborough, financial advisor Naples FL
John K. Cheesborough
CRD#: 5904674
720 5th Avenue South, Ste. 200, Naples, FL 34102

John Cheesborough (CRD# 5904674) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 12 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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