CEA Atlantic Advisors, LLC

Broker-DealerFINRA Member
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 organized as a limited liability company and is classified in the FINTRX snapshot as operating in the investment bank space. Ownership is listed as a combination of a domestic entity and an individual. The profile provides limited operational detail: there is no disclosed client base, no published fee structure, and no description of specific advisory activities in the submitted data. The firm’s snapshot flags several operating characteristics: it is not identified as a capital allocator, is not an active ESG investor, does not operate as a multistate adviser, and is not described as newly formed. It’s also not listed as a pension consultant or as a related adviser. These attributes suggest a narrowly defined operating profile in the available record, which constrains assessment of product focus, target clients, and distribution channels.

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

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

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth