AdvisorOS Directory
Claim Profile
MR

Mills Allen Riddick

CEREDEX VALUE ADVISORS LLC·ORLANDO, Florida
Unclaimed Profile
301 EAST PINE STREET, ORLANDO, FL 32801CRD# 1058703Firm CRD# 146023
01

About

Mills Allen Riddick is a registered financial advisor based in ORLANDO, Florida, affiliated with CEREDEX VALUE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CEREDEX VALUE ADVISORS LLC
CEREDEX VALUE ADVISORS LLC
AUM
$6.2B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at CEREDEX VALUE ADVISORS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1058703
Firm CRD# 146023
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ORLANDO?

Browse all registered financial advisors in ORLANDO, Florida or claim this profile if it's yours.

Browse ORLANDO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Mills Allen Riddick offer?
Mills Allen Riddick specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in ORLANDO, Florida for a consultation.
What are Mills Allen Riddick's credentials?
Mills Allen Riddick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mills Allen Riddick located?
Mills Allen Riddick is based in ORLANDO, Florida, working with CEREDEX VALUE ADVISORS LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.
How does Mills Allen Riddick charge for services?
Mills Allen Riddick'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 CEREDEX VALUE ADVISORS LLC?
CEREDEX VALUE ADVISORS LLC has approximately 13 employees and manages $6.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in ORLANDO, Florida

Lance C Hope-Gill
CHARTER INVESTMENT ADVISORS INC·ORLANDO, FL
Phillip Haydn Connors
VALUE FINANCIAL ADVISERS, INC.·ORLANDO, FL
Renee & Lance C Hope-Gill
CHARTER INVESTMENT ADVISORS INC·ORLANDO, FL
Catherine Jolly Hyder
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC·ORLANDO, FL
Christopher John Caputo
INTEGRITY FIXED INCOME MANAGEMENT, LLC·ORLANDO, FL
Christopher Neal Yandell
YANDELL INVESTMENTS, LLC·ORLANDO, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)SARASOTA (172)JACKSONVILLE (170)FORT LAUDERDALE (162)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile