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Client Relationship Summary

I-Bankers Direct, LLC is registered with the Securities and Exchange Commission (“SEC”) as a broker-dealer and is a member of FINRA.
This Client Relationship Summary provides details about our brokerage services, fees, and other important client information.
Free and simple tools are available for investors to research firms and financial professionals at and Both sites have educational materials about Broker-Dealers, Registered Representatives, Investment Advisers, and investing as a whole.

View / Download Form CRS

View / Download Reg BI Disclosure

You can visit for a free and simple search tool to research our firm and our financial professionals.


For additional information you may also call +1 (561) 220-8850 to request up-to-date information or a copy of this Client Relationship Summary.