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BDO WEALTH ADVISORS, LLC
BDO WEALTH ADVISORS, LLC (CRD# 222525) is an SEC-Registered Investment Advisor (RIA), headquartered in Jacksonville, FL. The SEC approved the firm to operate as an RIA in Sep 2016. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $833.4 Million, and has discretion over 81% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BDO WEALTH ADVISORS, LLC also reported in Oct 2018:
  • 14 employees, with 11 performing advisory functions.
  • A total of 3 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BDO WEALTH ADVISORS, LLC has no disclosure events reported to the SEC at this time.
 

View BDO WEALTH ADVISORS, LLC's most recent Form ADV filing
 


BDO WEALTH ADVISORS, LLC has Notice Filings with the following State Securities Authorities: CA-Oct 2018, FL-Sep 2016, GA-Sep 2017, IL-Sep 2016, LA-Sep 2016 , MA-Oct 2018, MO-Sep 2016, NE-Sep 2016, NH-Oct 2018, NJ-Oct 2018 , NY-Sep 2016, TX-Sep 2017

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.