CEA Atlantic Advisors, LLC

Broker-DealerFINRA MemberEst. 2003
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 data set as an investment bank. The firm shows SEC registration dating back to 2003 and is described as having both a domestic-entity and an individual owner structure. Reported firm attributes indicate it is not a capital allocator and is not identified as an active ESG investor. The dataset does not include descriptions of the firm's client segments, fee schedules, advisory services, or other business lines.

Assets & Accounts

Investments & Alternatives

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