CARDONE WEALTH ADVISORS, LLC of AVENTURA, FL is an SEC-registered investment adviser (CRD 337559).
Compensation: Hourly, Fixed.
Clients served: Individuals, Charities.
| Name | Role | Location |
|---|---|---|
| Grant Timothy Cardone | CHIEF EXECUTIVE OFFICER & FOUNDER; SHAREHOLDER, CHIEF EXECUTIVE OFFICER, & FOUNDER | Miami, FL |
| Cynthia-Elaine Leal Schlanger | CHIEF COMPLIANCE OFFICER | — |
| Sheri Lee Hamilton | CHIEF OPERATING OFFICER & CORPORATE SECRETARY | — |
| Jarrod Charles Glandt | PRESIDENT | — |
| Todd Jones Smallwood | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2023-06-26 | civil | PLAINTIFF ALLEGES THAT DEFENDANTS LACKED BASIS FOR PROJECTIONS OF FUND RETURNS - CARDONE EQUITY FUND V AND CARDONE EQUITY FUND VI. THIS CASE HAS BEEN DISMISSED TWICE AND APPEALED TWICE. IT WILL NOW GO BACK TO THE SAME JUDGE THAT DISMISSED IT PREVIOUSLY AS THE APPELLATE COURT GAVE PERMISSION FOR THE… | On Appeal | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (760) 581-9887 |
| — | — | 1 | (760) 581-9887 |