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 6 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.

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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
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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