CERTIFIED ADVISORY CORP

ALTAMONTE SPRINGS, Florida·3 registered advisors·CRD# 120990
SEC# 801-613055407-869-9800
01

Firm Overview

AUM
$2.3B
Regulatory assets under management
Employees
37
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITATION FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CERTIFIED ADVISORY CORP

3 registered advisors
Barry Merton Smith
ALTAMONTE SPRINGS, Florida
Joseph Frank Bert
ALTAMONTE SPRINGS, Florida
Sheri Mingus Cuff
ALTAMONTE SPRINGS, Florida
05

Office Locations

ALTAMONTE SPRINGS, Florida
3 advisors

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Data sourced from SEC Form ADV filings. CERTIFIED ADVISORY CORP (CRD# 120990) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.