CEA ATLANTIC ADVISORS, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
TAMPA, Florida
CRD number
127146
Registered since
September 22, 2003

Firm profile

FINTRX

Overview

CEA Atlantic Advisors, LLC is organized as a limited liability company and has been SEC-registered since 2003. The firm is classified in the data as an investment bank and is owned through a combination of a domestic entity and an individual. Available records indicate the firm does not operate as a capital allocator and is not identified as an active ESG investor. The firm's profile does not list advisory scope, fee structure, client types, or specific business activities in the source material. It is also not recorded as a multi-state adviser, a pension consultant, or a related adviser to another registered entity.

Assets & Accounts

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

Owners & executives

3 of 3
  • JOHN MICHAELS

    Founder, Chairman & CEOCRD 1194614

  • BRAD GORDON

    Executive Vice President & Chief Financial OfficerCRD 1194544

  • MING JUNG

    Executive Vice President & Chief Operating OfficerCRD 2886486

Contacts

3 of 5
  • LISA LEVATINO

    Managing DirectorCRD 5045569

  • DAVID MOYER

    Senior Managing DirectorCRD 1948808

  • Charles Ruppersberger

    Vice PresidentCRD 6939455

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
101 E Kennedy Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth