Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first time

Financial ADVSR advisor directory · SEC adviser records

Certified Advisory Corp. financial advisors in Florida

Every SEC-registered investment adviser representative at a Certified Advisory Corp. office in Florida, by city and A to Z.

16 registered advisors work at Certified Advisory Corp. in Florida, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Altamonte Springs (14). 14 list the CFP designation and 7 are also registered broker representatives.

Certified Advisory Corp. advisors by city in Florida

Every firm in Florida →

Altamonte Springs 14Altamonts Springs 1Orlando 1

Certified Advisory Corp. advisors in Florida, A to Z

Search by name →

Questions

How many Certified Advisory Corp. financial advisors are in Florida?

16 investment adviser representatives are registered at Certified Advisory Corp. offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 14 list the CFP designation and 7 are also registered as broker representatives.

Where in Florida does Certified Advisory Corp. have the most advisors?

Altamonte Springs, with 14, then Altamonts Springs (1). Certified Advisory Corp. has advisors in 3 cities in Florida.

How do I check a Certified Advisory Corp. 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 Certified Advisory Corp. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.