CERTIFIED ADVISORY CORP of ALTAMONTE SPRINGS, FL is an SEC-registered investment adviser (CRD 120990). Regulatory assets under management: $3.0B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Joseph Frank Bert | CEO | — |
| Sheri Mingus Cuff | PRESIDENT & CCO | — |
| BERT JOSEPH FRANK | CEO; CHAIRMAN; CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SMITH BARRY MERTON | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CCO (+1 more) | — |
| CUFF SHERI MINGUS | PRESIDENT & CCO | — |