AGILEX ADVISERS LLC
CRD #120806 SEC #801-61261 FORT LAUDERDALE, FL 954-617-1700
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 17, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELLOTTI, STEPHEN, M | I | VICE PRESIDENT | NA | Control |
| BELLOTTI, STEPHEN, M | I | VICE PRESIDENT | NA | Control |
| FISTEL, CHARLES, F | I | TREASURER/SECRETARY | NA | Control |
| FISTEL, CHARLES, F | I | TREASURER/SECRETARY | NA | Control |
| GUNVILLE, ROBERT, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GUNVILLE, ROBERT, MICHAEL | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTERSON, THOMAS, DANIEL | I | VICE PRESIDENT | NA | Control |
| MASTERSON, THOMAS, DANIEL | I | VICE PRESIDENT | NA | Control |
| AGILEX HOLDINGS LLC | DE | OWNER | E | Control |
| AGILEX HOLDINGS LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BELLOTTI, STEPHEN, M | I | AGILEX HOLDINGS LLC | C | Control |
| BELLOTTI, STEPHEN, M | I | AGILEX HOLDINGS LLC | C | Control |
| SCHWEIGER, LAURENCE, BRYAN | I | AGILEX HOLDINGS LLC | C | Control |
| SCHWEIGER, LAURENCE, BRYAN | I | AGILEX HOLDINGS LLC | C | Control |
Registrations
Federal
IA
May 17, 2007 REGISTERED
Address
200 EAST BROWARD BLVD., SUITE 920FORT LAUDERDALE, FL 33301
USA
Phone: 954-617-1700