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 recorded as an SEC-registered adviser as of 2024. Public filings and the supplied dataset contain minimal detail about the firm’s business model, client types, or day-to-day advisory activities. The firm is listed as having both a domestic-entity and an individual owner, and its regulatory classification is recorded as unclassified. The firm’s publicly noted characteristics include that it is not identified as an active ESG investor, not a capital allocator, not a multi-state adviser, not a pension consultant, and not a related adviser. Filings do not describe investment mandates, target client segments, fee arrangements, or the advisory services it offers.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth