CADZ SECURITIES INC

Broker-DealerFINRA MemberEst. 2024
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 a corporation that registered with the SEC in 2024. Public filing fields classify the firm as "Unclassified" and list its ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not designated as an active ESG investor. It is not registered as a multi-state adviser, is not described as a pension consultant, and has no related-adviser designation in the available data. The dataset does not include details on client segments, service lines, advisory activities, or fee schedules.

Assets & Accounts

Location & Offices

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

Contacts

2 of 2
  • JOHN MILLER

    FinOpCRD 2139980

  • CHARLES CAVALIER

    PresidentCRD 5259163

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth