DW
CFP
DW
CFP

Darcy Jones Wadsworth

21 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
881 clients
Average Client Portfolio
$940K average
Assets Under Management
$828.2M

Fee Structure

Minimum Annual Fee:$10,000
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Location

Summerland Key, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Darcy is an insurance agent at Intelligence Driven Insurance Solutions since 2009, dedicating a few hours per week. Darcy is also a managing member of Ocean Equity Partners, LLC, and president/owner of EZ DZ IT, Inc., along with being a board member/secretary for two other organizations.

Employment History
Current Registrations
Intelligence Driven Advisers, LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Labrum Wealth Management, LLC
September 2010 - March 2019 · 8 yrs 6 mos
Labrum Capital Advisors, LLC
November 2009 - December 2009 · 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - December 2009 · 6 mos
Citigroup Global Markets INC.
October 2003 - June 2009 · 5 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2003 - November 2003 · 6 mos
State Registrations2 states
CAFL
Advisor
Exams
No exam information available for this advisor.