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Financial ADVSR advisor directory · SEC adviser records

Caleo Capital N.A. LLC financial advisors in Florida

Every SEC-registered investment adviser representative at a Caleo Capital N.A. LLC office in Florida, by city and A to Z.

The short answer

5 registered advisors work at Caleo Capital N.A. LLC in Florida, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Ponte Vedra (4). 1 list the CFP designation and 0 are also registered broker representatives.

Caleo Capital N.A. LLC advisors by city in Florida

Every firm in Florida →

Ponte Vedra 4Fort Lauderdale 1

Caleo Capital N.A. LLC advisors in Florida, A to Z

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Caleo Capital N.A. LLC advisors in every state →Caleo Capital N.A. LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Caleo Capital N.A. LLC financial advisors are in Florida?

5 investment adviser representatives are registered at Caleo Capital N.A. LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Florida does Caleo Capital N.A. LLC have the most advisors?

Ponte Vedra, with 4, then Fort Lauderdale (1). Caleo Capital N.A. LLC has advisors in 2 cities in Florida.

How do I check a Caleo Capital N.A. LLC advisor in Florida?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Caleo Capital N.A. LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.