Cadz Securities Inc

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
326039
Registered since
May 31, 2024

Firm profile

FINTRX

Overview

Cadz Securities Inc. is organized as a corporation and is listed as SEC-registered in 2024. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the dataset. The record shows minimal operational detail: Cadz Securities is not flagged as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser. It is also not listed as a pension consultant or a related adviser. No specifics about fee schedules, advisory services, or target client segments were disclosed in the available profile.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • John Miller

    FinOpCRD 2139980

  • Charles Cavalier

    Charles Cavalier

    PresidentCRD 5259163

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fort Lauderdale, FL

Broward

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
309 Bontona Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth