The Financial Chef

The Financial Chef (CRD# 157496) is a financial advisory firm headquartered in Lakewood Ranch, FL. They manage $18,430,288 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11161 E State Rd 70, Unit 110-644, Lakewood Ranch, FL 34211
https://www.facebook.com/davidortizfinancialchef/
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $275,079
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at The Financial Chef
Showing 1 - 1 of 1 top financial advisors.
1
David Ortiz, financial advisor Lakewood Ranch FL
David C. Ortiz
CRD#: 2832023
Lakewood Ranch, FL

David Ortiz (CRD# 2832023) is an Investment Advisor Representative working at The Financial Chef in Lakewood Ranch, FL and has over 27 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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