RIA Intelligence

ADVISORENGINE PORTFOLIO SOLUTIONS INC.

CRD #336317 SEC #801-134392 RALEIGH, NC 888-225-7216
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
--
Accounts
--

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
SEPTEMBER
Registration Date
--
Latest Filing
Dec 18, 2025
Branch Offices
0
LEI
N/A

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CANCRO, RICHARD, VIPRESIDENT AND CEONA Control
CANCRO, RICHARD, VIPRESIDENT AND CEONA Control
CANCRO, RICHARD, VIPRESIDENT AND CEONA Control
CANCRO, RICHARD, VIPRESIDENT AND CEONA Control
DANE, EDWARD, HIVICE PRESIDENTNA Control
DANE, EDWARD, HIVICE PRESIDENTNA Control
DANE, EDWARD, HIVICE PRESIDENTNA Control
DANE, EDWARD, HIVICE PRESIDENTNA Control
DE DIEGO, CARLY, JOIVICE PRESIDENTNA Control
DE DIEGO, CARLY, JOIVICE PRESIDENTNA Control
DE DIEGO, CARLY, JOIVICE PRESIDENTNA Control
DE DIEGO, CARLY, JOIVICE PRESIDENTNA Control
DURETTE, MICHAEL, JAMESICHIEF COMPLIANCE OFFICERNA Control
HADDOCK, BETH, ANNICHIEF COMPLIANCE OFFICER/ CLO AND SECRETARYNA Control
HADDOCK, BETH, ANNICHIEF COMPLIANCE OFFICER/ CLO AND SECRETARYNA Control
HADDOCK, BETH, ANNICHIEF COMPLIANCE OFFICER/ CLO AND SECRETARYNA Control
HADDOCK, BETH, ANNICHIEF LEGAL OFFICERNA Control
RAMSEY, CRAIGICHIEF FINANCIAL OFFICERNA Control
RAMSEY, CRAIGICHIEF FINANCIAL OFFICERNA Control
RAMSEY, CRAIGICHIEF FINANCIAL OFFICERNA Control
RAMSEY, CRAIGICHIEF FINANCIAL OFFICERNA Control
FT FINTECH HOLDINGS, LLCDEOWNER OF AEPSE Control
FT FINTECH HOLDINGS, LLCDEOWNER OF AEPSE Control
FT FINTECH HOLDINGS, LLCDEOWNER OF AEPSE Control
FT FINTECH HOLDINGS, LLCDEOWNER OF AEPSE Control

Registrations

Federal

IA
Dec 18, 2025 REGISTERED

Notice Filings (1)

NC

Address

1616 E MILLBROOK ROAD
SUITE 210
RALEIGH, NC 27609
United States
Phone: 888-225-7216