Unclaimed Profile

John Chandler Clifford

MONDEUM WEALTH ADVISORS, LLC·MIAMI, Florida

SIE, Series 3, Series 4, Series 6, Series 7, Series 14, Series 24, Series 27, Series 63, Series 65, Series 99TOClean record18 years registeredMONDEUM WEALTH ADVISORS, LLC

999 BRICKELL AVENUE, MIAMI, FL 33131CRD# 2249584Firm CRD# 309588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Chandler Clifford · MIAMI, FL

Registration

CRD #2249584 · MONDEUM WEALTH ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONDEUM WEALTH ADVISORS, LLC

KIMBALL & CROSS

Nov 2007 – Dec 2009

NEWTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 6

Series 7

Series 14

Series 24

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · November 28, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONDEUM WEALTH ADVISORS, LLC

CRD 309588 · SEC 801-119245

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by MONDEUM WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONDEUM WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John Chandler Clifford offer?

John Chandler Clifford specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are John Chandler Clifford's credentials?

John Chandler Clifford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Chandler Clifford located?

John Chandler Clifford is based in MIAMI, Florida, last registered with MONDEUM WEALTH ADVISORS, LLC.

How does John Chandler Clifford charge for services?

John Chandler Clifford's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONDEUM WEALTH ADVISORS, LLC?

MONDEUM WEALTH ADVISORS, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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