# BDO WEALTH ADVISORS, LLC

BDO WEALTH ADVISORS, LLC of JACKSONVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 222525
- Type: SEC-registered investment adviser
- SEC file number: 801-108306
- Location: 1301 RIVERPLACE BLVD., SUITE 900, JACKSONVILLE, FL, 32207
- Phone: 904.396.4015
- Latest filing: 2023-07-31
- Regulatory AUM: $3.0B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $800.9M
- Clients: 43
- Accounts: 4,125

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| ALBANEZE DAVID THOMAS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR-SOUTHEAST REGION; PRESIDENT (+2 more) | — |
| KOCH JEFFREY BRUCE | OFFICE MANAGING PARTNER - WEALTH ADVISORY | — |
| BIEGEL MARK DAVID | PRESIDENT | — |
| MURRAY CLIFFORD PAUL | CHIEF COMPLIANCE OFFICER | — |
| PARISH STEVEN ROLAND | NATIONAL LEADER-WEALTH ADVISORY; VICE PRESIDENT & NATIONAL LEADER-WEALTH ADVISORY | — |
| WEERSING SARAH ANNE | SECRETARY | — |
| CALHOUN LYNN G | VICE PRESIDENT AND TREASURER | — |
| MARET DEBORAH LYNN | CHIEF COMPLIANCE OFFICER | — |
| KRANER RICHARD FREEMAN | OFFICE MANAGING PARTNER - WEALTH ADVISORY | — |
| FERRARA STEPHEN R | PRESIDENT | — |
| OKAMURA RYUICHI | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND DIRECTOR OF COMPLIANCE & OPERATIONS; CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS (+1 more) | — |
| GRIMMER JUDITH ANNE | SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/222525/brochure
- Similar advisers: https://search.stillhousedata.com/firm/222525/similar
- Related entities: https://search.stillhousedata.com/firm/222525/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/222525

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.