BDO WEALTH ADVISORS, LLC

BDO WEALTH ADVISORS, LLC of JACKSONVILLE, FL is an SEC-registered investment adviser (CRD 222525). Regulatory assets under management: $3.0B.

Registration

Officers, owners & control persons (12)

NameRoleLocation
ALBANEZE DAVID THOMASCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR-SOUTHEAST REGION; PRESIDENT (+2 more)
KOCH JEFFREY BRUCEOFFICE MANAGING PARTNER - WEALTH ADVISORY
BIEGEL MARK DAVIDPRESIDENT
MURRAY CLIFFORD PAULCHIEF COMPLIANCE OFFICER
PARISH STEVEN ROLANDNATIONAL LEADER-WEALTH ADVISORY; VICE PRESIDENT & NATIONAL LEADER-WEALTH ADVISORY
WEERSING SARAH ANNESECRETARY
CALHOUN LYNN GVICE PRESIDENT AND TREASURER
MARET DEBORAH LYNNCHIEF COMPLIANCE OFFICER
KRANER RICHARD FREEMANOFFICE MANAGING PARTNER - WEALTH ADVISORY
FERRARA STEPHEN RPRESIDENT
OKAMURA RYUICHICHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND DIRECTOR OF COMPLIANCE & OPERATIONS; CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS (+1 more)
GRIMMER JUDITH ANNESECRETARY

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