CENADOR FINANCIAL ADVISERS LLC

RIASEC Registered
Total AUM
$2.4M
Discretionary
$2.4M
100% of AUM
Avg account
$198K
Accounts
12
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
171804
Custodians
NEWEDGE SECURITIES, LLC, INTERACTIVE BROKERS LLC, PRINCIPAL SECURITIES, INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cenador Financial Advisers LLC is a small, fee-based advisory firm that manages discretionary portfolios for individuals and small businesses and also runs educational seminars and workshops. The firm’s practice tilts toward pooled public vehicles—primarily mutual funds and other public funds—combined with corporate debt for fixed income exposure. Cenador’s fee model mixes percentage-of-assets and hourly billing, which aligns with serving a mix of ongoing portfolio clients and shorter-term advisory or planning engagements. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Cenador appears to prioritize simplicity and liquid, third-party products over extensive direct security selection or proprietary strategies. Alternative exposure is limited but present through allocations to real estate, likely executed via external real-estate funds or public real-estate vehicles rather than private operating platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Other 11%, Cash & Cash Equivalents 3%, Exchange Traded Equities 2%84%
  • Public Funds/Mutual Funds84%
  • Other11%
  • Cash & Cash Equivalents3%
  • Exchange Traded Equities2%

Owners & executives

1 of 1
  • RAUL VELAZQUEZ

    Chief Compliance OfficerCRD 1136161

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

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
45 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth