Cadz Securities Inc

Broker-DealerFINRA Member
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 corporate entity with ownership characterized as a combination of a domestic entity and an individual. In the provided dataset the firm is labeled "Unclassified" and is not identified as a capital allocator. The profile data indicates the firm does not report active environmental, social, and governance (ESG) investing activity, is not registered as a multi-state adviser, and is not listed as newly formed, a pension consultant, or a related adviser.

Assets & Accounts

Investment profile

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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

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Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth