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Invex Advisors LLC CRD 164519
$759M regulatory AUM 84 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2 Alhambra Plaza Ste. Ph Ii, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-31 |
Branch Locations
2 Alhambra Plaza Ste. Ph Ii, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intercam Advisors, Inc. | Miami | FL | 05/2011 | 05/2022 |
| Invex Advisors Llc | Coral Gables | FL | 05/2022 | Present |
| Intercam Securities, Inc. | Miami | FL | 05/2010 | 05/2022 |
| Invex, Llc | Coral Gables | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-20 |
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