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Isaac Earl William Codrey

NAPLES GLOBAL ADVISORS LLC·NAPLES, Florida
Clean recordNAPLES 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Isaac Earl William Codrey is a registered financial advisor based in NAPLES, Florida, affiliated with NAPLES GLOBAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
NAPLES GLOBAL ADVISORS LLC
NAPLES GLOBAL ADVISORS
AUM
$1.5B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at NAPLES GLOBAL ADVISORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5528949
Firm CRD# 158544
View on FINRA BrokerCheck →

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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.
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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

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Research
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