Cs Advisors Inc.

Cs Advisors Inc. (CRD# 130729) is a financial advisory firm headquartered in Boca Raton, FL. They manage $95,089,129 in 284 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7999 N Federal Hwy, Suite 101, Boca Raton, FL 33487
http://www.csadvisorsinc.com
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $334,821
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NY, TX

Financial Advisors at Cs Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Christopher Nalley, financial advisor Boca Raton FL
Christopher E. Nalley
CRD#: 4945127
7999 N Federal Hwy, Suite 101, Boca Raton, FL 33487

Christopher Nalley (CRD# 4945127) is an Investment Advisor Representative working at Cs Advisors Inc. in Boca Raton, FL and has over 18 years of experience in the finance industry.

2
Steven Sherman, financial advisor Boca Raton FL
Steven L. Sherman
CRD#: 2351182
7999 N Federal Hwy, Suite 101, Boca Raton, FL 33487

Steven Sherman (CRD# 2351182) is an Investment Advisor Representative working at Cs Advisors Inc. in Boca Raton, FL and has over 21 years of experience in the finance industry.

3
Pau Delgado Rodriguez, financial advisor Boca Raton FL
Pau Delgado Rodriguez
CRD#: 7231294
7999 N Federal Hwy, Suite 101, Boca Raton, FL 33487

Pau Delgado Rodriguez (CRD# 7231294) is an Investment Advisor Representative working at Cs Advisors Inc. in Boca Raton, FL and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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