Taplin, Canida & Habacht, LLC

Taplin, Canida & Habacht, LLC (CRD# 149280) is a financial advisory firm headquartered in Miami, FL. They manage $10,374,926,884 in 102 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,375
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $101,714,969
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, TX

Financial Advisors at Taplin, Canida & Habacht, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Scott M. Kimball
CRD#: 4637198
1001 Brickell Bay Drive, Suite 2100, Miami, FL 33131
96
Wealthminder
score

Scott Kimball (CRD# 4637198) is an Investment Advisor Representative working at Taplin, Canida & Habacht, LLC in Miami, FL and has over 13 years of experience in the finance industry.

2
Tere A. Canida
CRD#: 4324409
1001 Brickell Bay Drive, Suite 2100, Miami, FL 33131
90
Wealthminder
score

Tere Canida (CRD# 4324409) is an Investment Advisor Representative working at Taplin, Canida & Habacht, LLC in Miami, FL and has 1 year of experience in the finance industry.

3
William J. Canida
CRD#: 4324415
1001 Brickell Bay Drive, Suite 2100, Miami, FL 33131
90
Wealthminder
score

William Canida (CRD# 4324415) is an Investment Advisor Representative working at Taplin, Canida & Habacht, LLC in Miami, FL and has 1 year of experience in the finance industry.

4
Daniela Mardarovici
CRD#: 6136262
1001 Brickell Bay Drive, Suite 2100, Miami, FL 33131
90
Wealthminder
score

Daniela Mardarovici (CRD# 6136262) is an Investment Advisor Representative working at Taplin, Canida & Habacht, LLC in Miami, FL and has 1 year of experience in the finance industry.

5
Janelle E. Woodward
CRD#: 6388371
1001 Brickell Bay Drive, Suite 2100, Miami, FL 33131
90
Wealthminder
score

Janelle Woodward (CRD# 6388371) is an Investment Advisor Representative working at Taplin, Canida & Habacht, LLC in Miami, FL and has 1 year of experience in the finance industry.

6
Alan M. Habacht
CRD#: 1043959
1001 Brickell Bay Drive, Suite 2100, Miami, FL 33131
87
Wealthminder
score

Alan Habacht (CRD# 1043959) is an Investment Advisor Representative working at Taplin, Canida & Habacht, LLC in Miami, FL and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.