ADVISIFI LLC
CRD #332477 SEC #801-130953 ST PETERSBURG, FL 888 983-2897
SEC Registered
Total AUM
$1.8M
Discretionary
$1.6M
Employees
4
Clients
--
Accounts
145
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 8, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BREWSTER, RICHARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWSTER, RICHARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWSTER, RICHARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWSTER, RICHARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Brewster, Richard | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Brewster, Richard | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLIER, DEANNA, MARIE-CANTRELL | I | SVP OF OPERATIONS & COMPLIANCE | NA | |
| COLLIER, DEANNA, MARIE-CANTRELL | I | SVP OF OPERATIONS & COMPLIANCE | NA | |
| COLLIER, DEANNA, MARIE-CANTRELL | I | SVP OF OPERATIONS & COMPLIANCE | NA | |
| COLLIER, DEANNA, MARIE-CANTRELL | I | SVP OF OPERATIONS & COMPLIANCE | NA | |
| COLLIER, DEANNA, MARIE-CANTRELL | I | SVP OF OPERATIONS & COMPLIANCE | NA | |
| COLLIER, DEANNA, MARIE-CANTRELL | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLIER, DEANNA, MARIE-CANTRELL | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLIER, DEANNA, MARIE-CANTRELL | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMES, ALI | I | CONTROLLER | NA | |
| HOLMES, ALI | I | CONTROLLER | NA | |
| HOLMES, ALI | I | CONTROLLER | NA | |
| HOLMES, ALI | I | CONTROLLER | NA | |
| HOLMES, ALI | I | CONTROLLER | NA | |
| HOLMES, ALI | I | CONTROLLER | NA | |
| HOLMES, ALI | I | CONTROLLER | NA | |
| HOLMES, ALI | I | CONTROLLER | NA | |
| Pinkston, Craig, Wylie | I | SR DIRECTOR COMPLIANCE AND RISK MANAGEMENT | NA | |
| Pinkston, Craig, Wylie | I | SR DIRECTOR COMPLIANCE AND RISK MANAGEMENT | NA | |
| Pinkston, Craig, Wylie | I | SR DIRECTOR COMPLIANCE AND RISK MANAGEMENT | NA | |
| INVESTIFI INC. | DE | SOLE MEMBER | E | Control |
| INVESTIFI INC. | DE | SOLE MEMBER | E | Control |
| INVESTIFI INC. | DE | SOLE MEMBER | E | Control |
| INVESTIFI INC. | DE | SOLE MEMBER | E | Control |
| INVESTIFI INC. | DE | SOLE MEMBER | E | Control |
| INVESTIFI INC. | DE | SOLE MEMBER | E | Control |
| INVESTIFI INC. | DE | SOLE MEMBER | E | Control |
| INVESTIFI INC. | DE | SOLE MEMBER | E | Control |
| INVESTIFI INC. | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Sarreshteh, Kian, Samuel | I | INVESTIFI INC. | D | Control |
| Sarreshteh, Kian, Samuel | I | INVESTIFI INC. | D | Control |
| Sarreshteh, Kian, Samuel | I | INVESTIFI INC. | D | Control |
| Sarreshteh, Kian, Samuel | I | INVESTIFI INC. | D | Control |
Registrations
Federal
IA
Jul 8, 2025 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV
Address
136 4TH STREET NORTHSUITE 201
ST PETERSBURG, FL 33701
United States
Phone: 888 983-2897