AdvisorOS Directory
Claim Profile
CL

Charles Harvey Lydecker

ADVUS FINANCIAL PARTNERS, LLC·WINTER PARK, Florida
Unclaimed Profile
271 N. PENNSYLVANIA AVE, WINTER PARK, FL 32789CRD# 7989883Firm CRD# 311990
01

About

Charles Harvey Lydecker is a registered financial advisor based in WINTER PARK, Florida, affiliated with ADVUS FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ADVUS FINANCIAL PARTNERS, LLC
ADVUS FINANCIAL PARTNERS, LLC
AUM
$2.8B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at ADVUS FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7989883
Firm CRD# 311990
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WINTER PARK?

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

Browse WINTER PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles Harvey Lydecker offer?
Charles Harvey Lydecker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINTER PARK, Florida for a consultation.
What are Charles Harvey Lydecker's credentials?
Charles Harvey Lydecker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Harvey Lydecker located?
Charles Harvey Lydecker is based in WINTER PARK, Florida, working with ADVUS FINANCIAL PARTNERS, LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does Charles Harvey Lydecker charge for services?
Charles Harvey Lydecker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVUS FINANCIAL PARTNERS, LLC?
ADVUS FINANCIAL PARTNERS, LLC has approximately 18 employees and manages $2.8B 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 →
Other advisors in WINTER PARK
James William Ferrell — FERRELL WEALTH MANAGEMENT INC.David Alan Witter — FINANCIAL HARVEST, LLCKevin Michael Joyce — HYPERION CAPITAL ADVISORS LLCAndrew John Dubill — AVANTI INVESTMENT ADVISORS, INC.John Musso — BROADCREST ASSET MANAGEMENT, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile