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ADVISIFI LLC

ST PETERSBURG, FL · CRD 332477 · IAPD ↗ · advisifi.co · 888 983-2897

$1.8MRegulatory AUM
2Advisory reps
6Employees
137Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2025 — ADVISIFI LLC moved its main office from NEW YORK, NY to ST PETERSBURG, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2025 — ADVISIFI LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
February 2025 — ADVISIFI LLC notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MO, MS, MT, ND, NH, NJ, NM, NV, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
January 2025 — ADVISIFI LLC notice-filed in FL, GA, NC, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
December 2024 — ADVISIFI LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
September 2024 — ADVISIFI LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.