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COMVEST ADVISORS LLC
COMVEST ADVISORS LLC
WEST PALM BEACH, Florida
·
13 registered advisors
·
CRD# 160753
SEC# 801-74325
2
561-727-2000
01
Firm Overview
AUM
$4.3B
Regulatory assets under management
Employees
111
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at COMVEST ADVISORS LLC
13 registered advisors
Cecilio Manuel Rodriguez
WEST PALM BEACH, Florida
CRD# 4901911
Daniel Charles Lee
WEST PALM BEACH, Florida
CRD# 4251804
Gregory Walter Reynolds
WEST PALM BEACH, Florida
CRD# 3007093
Jason Phillip Gelberd
WEST PALM BEACH, Florida
CRD# 4964600
Maneesh Kumar Chawla
WEST PALM BEACH, Florida
CRD# 6930284
Mark James Hughes
WEST PALM BEACH, Florida
CRD# 2798104
Matthew David Gullen
WEST PALM BEACH, Florida
CRD# 6774167
Michael Lee Altschuler
WEST PALM BEACH, Florida
CRD# 6774166
Michael Stewart Falk
WEST PALM BEACH, Florida
CRD# 1260489
Peter Jeffrey Kight
WEST PALM BEACH, Florida
CRD# 6028958
Robert Anthony O'sullivan
WEST PALM BEACH, Florida
CRD# 4580748
Robert Lynn Priddy
WEST PALM BEACH, Florida
CRD# 3063168
Roger Jose Marrero
WEST PALM BEACH, Florida
CRD# 2526795
05
Office Locations
WEST PALM BEACH, Florida
13 advisors
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Data sourced from SEC Form ADV filings. COMVEST ADVISORS LLC (CRD# 160753) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.