COO and CCO · IMZ Advisory Inc.
Shellie Correa
CRD 5283205 · Named on Form ADV at one SEC-registered adviser
At a glance
IMZ Advisory Inc., an SEC-registered wealth manager based in Boca Raton, FL with $453 million in regulatory assets, lists Shellie Correa on its Form ADV as COO and CCO, a control person.
Firms and roles
- IMZ Advisory Inc.COO and CCOWealth manager · Boca Raton, FL · $453M in regulatory assets
AtlasMembers
Shellie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Irwin M. ZagoriaPresident and CEO, IMZ Advisory Inc.
- Cory J DavisVice President, IMZ Advisory Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shellie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.