Irene Apergis has been Chief Operating Officer of Arrowroot Family Office since May 2017, is a control person of the firm and directly owns under 5% of it.
Arrowroot Family Office, LLC is a Marina Del Rey, CA firm with $431M under management, 1,415 clients and 10 advisers across 9 offices, as of its March 2026 filing.
Irene Apergis’ longest registration is the current one, 9 years at Arrowroot Family Office since 2017. Before joining Arrowroot Family Office in 2017, Irene Apergis was registered through KLS Professional Advisors Group, LLC and UBS Financial Services Inc.
- Arrowroot Family Office, LLCCurrent– present · 9 yearsLakewood, CO · Adviser representative · Firm CRD 168744
- KLS Professional Advisors Group, LLC– · 1 yearLos Angeles, CA · Adviser representative · Firm CRD 133319
- UBS Financial Services Inc.– · 3 yearsCentury City, CA · Adviser representative · Firm CRD 8174
- JPMorgan.P.MORGAN Securities Inc.– · 3 yearsLos Angeles, CA · Adviser representative · Firm CRD 79
Investment adviser representative registrations
Irene Apergis is registered as an investment adviser representative in 2 states. The first approvals date from August 2017; the most recent is Colorado, in December 2024.
- CaliforniaSince 5 August 2017
- ColoradoSince 16 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 27 | Financial and Operations Principal Examination | 4 February 2024 |
| Series 24 | General Securities Principal Examination | 4 February 2024 |
| Series 79TO | Investment Banking Registered Representative Examination | 4 February 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 2 August 2017 |
| Series 79 | Investment Banking Registered Representative Examination | 18 May 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 April 2007 |
| Series 7 | General Securities Representative Examination | 11 October 2006 |
| Series 66 | Uniform Combined State Law Examination | 2 September 1999 |
- Name
- Financial and Operations Principal Examination
- Name
- General Securities Principal Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Irene Gerasimos Apergis
- CRD
- 3230747
- Firm
- Arrowroot Family Office · CRD 168744
- Role
- Chief Operating Officer
- Office
- Lakewood, CO
- Registration
- Investment adviser registration
- In the industry since
- December 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Irene Apergis work?
Irene Apergis has been Chief Operating Officer of Arrowroot Family Office, LLC since May 2017, and is a control person of the firm.
Is Irene Apergis a financial advisor?
Yes. Irene Apergis has a current investment-adviser registration in California and Colorado, through Arrowroot Family Office since August 2017.
How many years of experience does Irene Apergis have?
Irene Apergis has 21 years in the financial industry, since December 2004, across 4 adviser firms.
What exams has Irene Apergis passed?
Irene Apergis has passed 8 licensing exams: the Series 66, Series 7, Series 65, Series 79, Series 63, Series 27, Series 24 and Series 79TO. The earliest, the Series 66, was passed in September 1999. FINRA credited Irene Apergis with the SIE, which began in October 2018.
Where did Irene Apergis work before Arrowroot Family Office?
Before Arrowroot Family Office, Irene Apergis was registered through KLS Professional Advisors Group, LLC, September 2014 to February 2016; UBS Financial Services Inc., July 2010 to June 2014; JPMorgan.P.MORGAN Securities Inc., April 2007 to July 2010.
Where is Irene Apergis based?
Irene Apergis’ registered office is in Lakewood, CO.
Is Irene Apergis registered with FINRA?
No. Irene Apergis has no current broker registration.
How can I verify Irene Apergis’ record?
Search CRD 3230747 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Irene Apergis’ full registration record.
