RIA Intelligence

EXETER STREET ADVISORS, INC.

CRD #127514 SEC #801-62169 EUSTIS, FL 352-357-8450
SEC Registered
Total AUM
$27.5M
Discretionary
$0
Employees
5
Clients
--
Accounts
36

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 5, 2003
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRETT, MELISSA, ANNIVICE PRESIDENT/SECRETARYD Control
BRETT, WILLIAM, MICHAELIPRESIDENTD Control

Registrations

Federal

IA
Nov 5, 2003 REGISTERED

Notice Filings (3)

FL IL NY

Address

550 S. EXETER ST
EUSTIS, FL 32726
USA
Phone: 352-357-8450