Theodore Cardasis, financial advisor Fort Lauderdale FL
90 score

Theodore Cardasis

CRD Number: 5374649
Current Firm: Mariner Wealth Advisors

Theodore Cardasis (CRD# 5374649) is an Investment Advisor Representative working at Mariner Wealth Advisors in Fort Lauderdale, FL and has over 4 years of experience in the finance industry. Theodore Cardasis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Allen Giese, financial advisor Fort Lauderdale FL
Allen P. Giese
CRD# 2145424
Northstar Financial Planners, Inc.
Score
105
Similar Advisors
Justin Blews, financial advisor Fort Lauderdale FL
Justin Blews
CRD# 4223891
Morgan Stanley
Score
103
Similar Advisors
Ranga Chary, financial advisor Fort Lauderdale FL
Ranga K. Chary
CRD# 1280216
Fin-est Investment Advisors, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Montage Securities Manasquan, NJ Jun 2016 - Current < 1
Mariner Wealth Advisors Manasquan, NJ Jun 2016 - Current < 1
Bank Of America N.a. Oakland Park, FL Apr 2014 - May 2016 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland Park, FL Mar 2014 - May 2016 2
Pnc Investments Pittsburgh, PA Aug 2011 - Feb 2014 2
Pnc Bank West Palm Beach, FL Mar 2008 - Aug 2011 3
Univ Of Florida/florida Atlantic University Gainesville/boca Raton, FL Aug 2003 - May 2008 4
Northwestern Mutual Financial Network New York, NY May 2007 - Feb 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Theodore J. Cardasis
Phone Number: 732-223-5505
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    794
    MILLIONS
  • Total Number of Accounts
    3,186
    ACCOUNTS
  • Average Account Value
    $249,323
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, KS, MA, NH, NJ, NY, PA, SC, TX, VA, VT

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.