AdvisorOS Directory
Claim Profile
Unclaimed Profile
IC

Isaac Earl William Codrey

NAPLES GLOBAL ADVISORS LLC·NAPLES, Florida
Series 7, Series 66Clean record17 years registeredNAPLES GLOBAL ADVISORS LLC
720 5TH AVENUE SOUTH, NAPLES, FL 34102CRD# 5528949Firm CRD# 158544

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Isaac Earl William Codrey · NAPLES, FL
Registration
CRD #5528949 · NAPLES GLOBAL ADVISORS LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

NAPLES GLOBAL ADVISORS
Feb 2017 – present
RAYMOND JAMES & ASSOCIATES, INC.
Jan 2009 – Sep 2009
NAPLES, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · January 13, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NAPLES GLOBAL ADVISORS LLC
CRD 158544 · SEC 801-72600
AUM
$1.5B
Regulatory assets under management
Employees
18
1,554 client accounts
Services offered by NAPLES GLOBAL ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at NAPLES GLOBAL ADVISORS LLC →
Introduction

Speak with Isaac

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Isaac is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NAPLES?

Browse all registered financial advisors in NAPLES, Florida or claim this profile if it's yours.

Browse NAPLES AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Isaac Earl William Codrey offer?
Isaac Earl William Codrey specializes in Investment Management, Fee-Only Advisory. Contact their office in NAPLES, Florida for a consultation.
What are Isaac Earl William Codrey's credentials?
Isaac Earl William Codrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Isaac Earl William Codrey located?
Isaac Earl William Codrey is based in NAPLES, Florida, working with NAPLES GLOBAL ADVISORS LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Isaac Earl William Codrey charge for services?
Isaac Earl William Codrey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAPLES GLOBAL ADVISORS LLC?
NAPLES GLOBAL ADVISORS LLC has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at NAPLES GLOBAL ADVISORS LLC

Kerry Mcguire Geroy
NAPLES, FL
Nicole Lynn Felts
NAPLES, FL
Grzegorz Stefan Debski
NAPLES, FL
Michael H. Morris
NAPLES, FL
John Mixon Suddeth
NAPLES, FL

More Advisors in NAPLES, Florida

Craig William Lyon
FIFTH AVENUE FAMILY OFFICE LLC·NAPLES, FL
Nicholas Kordonowy
TFG DIGITAL ASSETS LLC·NAPLES, FL
CFA
Emily Mahan Riddell
WASMER SCHROEDER & CO INC·NAPLES, FL
Lawrence Joseph Daly
DAC ASSET MANAGEMENT LLC·NAPLES, FL
Richard Leo Swope
GLOBAL WEALTH CONSULTANTS, LLC·NAPLES, FL
Ronald Francis Santangelo
QUANTITATIVE INVESTMENT DECISIONS LLC·NAPLES, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)JACKSONVILLE (95)FORT LAUDERDALE (95)ST. PETERSBURG (57)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideSARASOTA Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile