Unclaimed Profile

Douglas William Case

ADVANCED INVESTMENT PARTNERS, LLC·SAFETY HARBOR, Florida

Clean record21 years registeredADVANCED INVESTMENT PARTNERS, LLC

100 MAIN STREET, #301, SAFETY HARBOR, FL 34695CRD# 4360788Firm CRD# 149670

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas William Case · SAFETY HARBOR, FL

Registration

CRD #4360788 · ADVANCED INVESTMENT PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADVANCED INVESTMENT PARTNERS, LLC

SWM ADVISORS

Mar 2015 – Dec 2020

ST. PETERSBURG, FL

ADVANCED INVESTMENT PARTNERS, LLC

Aug 2009 – Oct 2013

SAFETY HARBOR, FL

ADVANCED INVESTMENT PARTNERS

Apr 2005 – Apr 2009

SAFETY HARBOR, FL

Registrations & Exams

Registration record

First registered · April 5, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVANCED INVESTMENT PARTNERS, LLC

CRD 149670 · SEC 801-70008

AUM

$664M

Regulatory assets under management

Employees

1,802 client accounts

Services offered by ADVANCED INVESTMENT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ADVANCED INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Douglas William Case offer?

Douglas William Case specializes in Investment Management, Wealth Management.

What are Douglas William Case's credentials?

Douglas William Case is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas William Case located?

Douglas William Case is based in SAFETY HARBOR, Florida, last registered with ADVANCED INVESTMENT PARTNERS, LLC.

How does Douglas William Case charge for services?

Douglas William Case's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVANCED INVESTMENT PARTNERS, LLC?

ADVANCED INVESTMENT PARTNERS, LLC has approximately 9 employees and manages $664M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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