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 organized as a corporation and appears in FINTRX as an SEC-registered adviser in 2024. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the snapshot and is not identified as a capital allocator. FINTRX flags indicate Cadz Securities Inc. does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The database entry does not include details on the firm’s advisory offerings, client segments, fee schedule, or specific business activities, so its client-facing positioning and service model are not described in the available record.

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

    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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth