Unclaimed Profile

Tendai Kelly Charasika

CARDINAL STRATEGIC WEALTH GUIDANCE, LLC·LOUISVILLE, Kentucky

Series 65Clean record6 years registeredCARDINAL STRATEGIC WEALTH GUIDANCE, LLC

9750 ORMSBY STATION ROAD, LOUISVILLE, KY 40223CRD# 7232455Firm CRD# 283226

Profile Verification

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

Identity

Tendai Kelly Charasika · LOUISVILLE, KY

Registration

CRD #7232455 · CARDINAL STRATEGIC WEALTH GUIDANCE, LLC · 6 years registered

Brand Profile

Not yet started

Career History

SALING WEALTH ADVISORS

Aug 2020 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 4, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARDINAL STRATEGIC WEALTH GUIDANCE, LLC

CRD 283226 · SEC 801-107417

AUM

$410M

Regulatory assets under management

Employees

822 client accounts

Services offered by CARDINAL STRATEGIC WEALTH GUIDANCE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CARDINAL STRATEGIC WEALTH GUIDANCE, LLC →

Introduction

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Frequently Asked Questions

What services does Tendai Kelly Charasika offer?

Tendai Kelly Charasika specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Tendai Kelly Charasika's credentials?

Tendai Kelly Charasika is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tendai Kelly Charasika located?

Tendai Kelly Charasika is based in LOUISVILLE, Kentucky, working with CARDINAL STRATEGIC WEALTH GUIDANCE, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Tendai Kelly Charasika charge for services?

Tendai Kelly Charasika's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARDINAL STRATEGIC WEALTH GUIDANCE, LLC?

CARDINAL STRATEGIC WEALTH GUIDANCE, LLC has approximately 11 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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