Advus Financial Partners, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 311990
- SEC number
- 801-120458
- Firm type
- RIA
- Assets under management
- $4.0B as of Jun 9, 2026
- Website
- www.vimeo.com/advuspartners ↗
- Phone
- 407-585-1160
- Address
- 631 W. Morse Blvd., Winter Park, FL, 32789
Advisors at this firm
10 in our index · page 1 of 1
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James Daniel GayCRD 5097626 · Winter Park, FLIA RegisteredRegistration inactive
-
Omar Jesus GuevaraCRD 7498314 · Fort Worth, TXIA RegisteredRegistration inactive
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Sally Ann Hanley-WhitworthCRD 2030758 · Winter Park, FLIA Registered
-
Mark LamorielloCRD 2106993 · Winter Park, FLIA Registered
-
Todd Justin LernerCRD 5413511 · Valencia, CAIA RegisteredBrokerDisclosure event(s) on record
-
Mitchell Austin LamorielloCRD 7087119 · Winter Park, FLIA Registered
-
Joshua J. RoseCRD 5890372 · Winter Park, FLIA RegisteredRegistration inactive
-
Jeffrey Stewart RobertsCRD 6289524 · Winter Park, FLIA Registered
-
Christina Ann ShafferCRD 6511062 · Winter Park, FLIA RegisteredRegistration inactive
-
Andrew Stephen ZitoCRD 6607946 · Winter Park, FLIA Registered
1–10 of 10
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 311990 ↗
FINRA BrokerCheck record for firm CRD 311990 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.