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 an LLC that registered with the SEC in 2003 and is classified in FINTRX as an investment bank. Ownership is indicated as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multistate adviser, pension consultant, or related adviser in the available record. FINTRX provides minimal public detail on the firm’s business lines, client focus, fee arrangements, or advisory activities. The absence of those disclosures, together with the investment-bank classification, suggests the firm’s public footprint centers on non-retail investment-banking activities rather than traditional registered-advisor asset management, but the record does not supply specifics on deal types, product shelf, or client segments.

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
  • Brad Gordon

    Brad Gordon

    Executive Vice President & Chief Financial OfficerCRD 1194544

  • John Michaels

    John Michaels

    Founder, Chairman & CEOCRD 1194614

  • Ming Jung

    Ming Jung

    Executive Vice President & Chief Operating OfficerCRD 2886486

Contacts

3 of 5
  • Todd Tindall

    Todd Tindall

    Vice PresidentCRD 2157162

  • Paul Henley

    Paul Henley

    Senior Managing DirectorCRD 1502102

  • David Moyer

    David Moyer

    Senior Managing DirectorCRD 1948808

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth