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Chief Operating Officer & Corporate Secretary · Cardone Wealth Advisors

Sheri L. Hamilton

CRD 8120791 · Named on Form ADV at one SEC-registered adviser

At a glance

Cardone Wealth Advisors, an SEC-registered asset manager based in Aventura, FL with $0 in regulatory assets, lists Sheri L. Hamilton on its Form ADV as Chief Operating Officer & Corporate Secretary, a control person.

Firms and roles

  • Cardone Wealth AdvisorsChief Operating Officer & Corporate SecretaryAsset manager · Aventura, FL · $0M in regulatory assets

AtlasMembers

Sheri’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sheri’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.