Unclaimed Profile

Charles Bryan Wood

CARDEA CAPITAL ADVISORS, LLC·ATLANTA, Georgia

Series 4, Series 7, Series 24, Series 66Clean record23 years registeredCARDEA CAPITAL ADVISORS, LLC

3350 RIVERWOOD PARKWAY, ATLANTA, GA 30339-3350CRD# 4081749Firm CRD# 307600

Profile Verification

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

Identity

Charles Bryan Wood · ATLANTA, GA

Registration

CRD #4081749 · CARDEA CAPITAL ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CARDEA CAPITAL ADVISORS, LLC

Apr 2020 – present

PRIVATE WEALTH ADVISORY GROUP, INC.

Feb 2015 – Dec 2016

MARIETTA, GA

LINDNER CAPITAL ADVISORS, INC.

May 2003 – Dec 2020

MARIETTA, GA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 66

Registration record

First registered · May 13, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARDEA CAPITAL ADVISORS, LLC

CRD 307600 · SEC 801-118445

AUM

$148M

Regulatory assets under management

Employees

409 client accounts

Services offered by CARDEA CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CARDEA CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Bryan Wood offer?

Charles Bryan Wood specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.

What are Charles Bryan Wood's credentials?

Charles Bryan Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Bryan Wood located?

Charles Bryan Wood is based in ATLANTA, Georgia, working with CARDEA CAPITAL ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Charles Bryan Wood charge for services?

Charles Bryan Wood'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 CARDEA CAPITAL ADVISORS, LLC?

CARDEA CAPITAL ADVISORS, LLC has approximately 10 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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