Bdo Wealth Advisors, LLC

Bdo Wealth Advisors, LLC (CRD# 222525) is a financial advisory firm headquartered in Jacksonville, FL. They manage $706,653,692 in 1,868 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    707
    MILLION
  • Total Number of Accounts
    1,868
    ACCOUNTS
  • Average Account Value
    $378,294
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, IL, LA, MO, NE, NY, TX

Financial Advisors at Bdo Wealth Advisors, LLC
Showing 1 - 10 of 13 top financial advisors.
1
David T. Albaneze
CRD#: 708697
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202
96
Wealthminder
score

David Albaneze (CRD# 708697) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 37 years of experience in the finance industry.

2
Harriet J. Brackey
CRD#: 5890540
515 E. Las Olas Boulevard, 5th Floor, Fort Lauderdale, FL 33301
96
Wealthminder
score

Harriet Brackey (CRD# 5890540) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Fort Lauderdale, FL and has over 6 years of experience in the finance industry. Harriet Brackey 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.

3
Matthew B. Cochran
CRD#: 5007977
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202
96
Wealthminder
score

Matthew Cochran (CRD# 5007977) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 12 years of experience in the finance industry.

4
Jeremy T. Dunlop
CRD#: 5298142
515 E. Las Olas Boulevard, 5th Floor, Fort Lauderdale, FL 33301
96
Wealthminder
score

Jeremy Dunlop (CRD# 5298142) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Fort Lauderdale, FL and has over 10 years of experience in the finance industry. Jeremy Dunlop 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.

5
Christopher G. Widing
CRD#: 3121011
515 E. Las Olas Boulevard, 5th Floor, Fort Lauderdale, FL 33301
96
Wealthminder
score

Christopher Widing (CRD# 3121011) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Fort Lauderdale, FL and has over 17 years of experience in the finance industry. Christopher Widing 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.

6
Tyson J. Giger
CRD#: 4805908
101 S. Hanley Road, Suite 800, Saint Louis, MO 63105
93
Wealthminder
score

Tyson Giger (CRD# 4805908) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Saint Louis, MO and has over 12 years of experience in the finance industry.

7
Richard F. Kraner
CRD#: 2719261
101 S. Hanley Rd., Suite 800, Saint Louis, MO 63105
93
Wealthminder
score

Richard Kraner (CRD# 2719261) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Saint Louis, MO and has over 22 years of experience in the finance industry.

8
Eugene L. Morris
CRD#: 5771796
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202
93
Wealthminder
score

Eugene Morris (CRD# 5771796) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 7 years of experience in the finance industry.

9
Anne M. Phelps
CRD#: 5863321
101 S. Hanley Rd., Suite 800, Saint Louis, MO 63105
93
Wealthminder
score

Anne Phelps (CRD# 5863321) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.

10
Jeffery T. Albaneze
CRD#: 6674627
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202
90
Wealthminder
score

Jeffery Albaneze (CRD# 6674627) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has 1 year of experience in the finance industry. Jeffery Albaneze 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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