Shellie Correa is a control person of IMZ Advisory and directly owns under 5% of it.
IMZ Advisory is an investment adviser based in Boca Raton, FL, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $453 million, as filed on 12 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5283205
- Firm
- IMZ Advisory · CRD 314890
- Role
- COO and CCO
- In role since
- October 2023 · 3 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Boca Raton, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Shellie Correa work?
Shellie Correa has been COO and CCO of Imz Advisory Inc. since October 2023, and is a control person of the firm.
How can I verify Shellie Correa’s record?
Shellie Correa’s role is listed on Imz Advisory Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 314890.