Bdo Wealth Advisors, LLC

Bdo Wealth Advisors, LLC (CRD# 222525) is a financial advisory firm headquartered in Jacksonville, FL. They manage $2,802,929,389 in 3,813 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,803
    MILLION
  • Total Number of Accounts
    3,813
    ACCOUNTS
  • Average Account Value
    $735,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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.

CA, CO, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA

Financial Advisors at Bdo Wealth Advisors, LLC
Showing 11 - 20 of 21 top financial advisors.
11
Micah J. Lang
CRD#: 2851307
303 E. 17th Avenue, Suite 810, Denver, CO 80203

Micah Lang (CRD# 2851307) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Denver, CO and has over 24 years of experience in the finance industry. Micah Lang 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.

12
Michael J. Lynch
CRD#: 3093476
1301 Riverplace Blvd., Suite 900, Jacksonville, FL 32207

Michael Lynch (CRD# 3093476) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 23 years of experience in the finance industry. Michael Lynch 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.

13
Anne M. Phelps
CRD#: 5863321
1301 Riverplace Blvd., Suite 900, Jacksonville, FL 32207

Anne Phelps (CRD# 5863321) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 10 years of experience in the finance industry.

14
James B. Waller
CRD#: 3077926
10211 Wincopin Circle, Suite 300, Columbia, MD 21044

James Waller (CRD# 3077926) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Columbia, MD and has over 24 years of experience in the finance industry.

15
Kaitlyn P. Weatherly
CRD#: 6302851
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202

Kaitlyn Weatherly (CRD# 6302851) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has 1 year of experience in the finance industry. Kaitlyn Weatherly 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.

16
Christopher G. Widing
CRD#: 3121011
515 E. Las Olas Boulevard, 5th Floor, Fort Lauderdale, FL 33301

Christopher Widing (CRD# 3121011) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Fort Lauderdale, FL and has over 22 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.

17
Dorothy E. Bossung
CRD#: 865502
501 E. Kennedy Blvd., Suite 910, Tampa, FL 33602

Dorothy Bossung (CRD# 865502) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Tampa, FL and has over 29 years of experience in the finance industry. Dorothy Bossung 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.

18
Ethan J. Caldarelli
CRD#: 7492976
1301 Riverplace Blvd., Suite 900, Jacksonville, FL 32207

Ethan Caldarelli (CRD# 7492976) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has 1 year of experience in the finance industry.

19
Robert E. Filosa
CRD#: 7160306
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202

Robert Filosa (CRD# 7160306) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 3 years of experience in the finance industry.

20
Brian R. Vigneault
CRD#: 7172356
One International Place, Boston, MA 02110

Brian Vigneault (CRD# 7172356) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Boston, MA and has 1 year of experience in the finance industry.

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