CEA Atlantic Advisors, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 127146
- Registered since
- September 22, 2003
- Website
- www.ceaworldwide.com
Firm profile
FINTRXOverview
CEA Atlantic Advisors, LLC is organized as a limited liability company and is classified in public records as an investment bank. The firm has been SEC-registered since 2003 and is owned as a combination of a domestic entity and an individual. Public data flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. It is also identified as a single-state operation rather than a multi-state adviser and is not listed as a pension consultant or a related adviser. The available descriptors point to a business focused on investment-banking–style activities rather than traditional advisory asset management. The dataset does not provide detail on fee schedules, specific advisory services, or client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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