PT
Paul C. Tanner
LAS OLAS CAPITAL ADVISORS
Fort Lauderdale, FL 33301
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CRD#: 1147061
PT
Professional summary
Paul Corkin Tanner is a registered financial advisor currently at LAS OLAS CAPITAL ADVISORS, LLC located in Fort Lauderdale, Florida and LAS OLAS CAPITAL PARTNERS, LLC located in Ft. Lauderdale, Florida.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Paul has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 8 and Series 53 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) COMMUNITY FOUNDATION OF BROWARD; INVESTMENT RELATED; LOCATED AT 910 EAST LAS OLAS BLVD, SUITE 200, FT LAUDERDALE, FLORIDA; BOARD MEMBER, VOTING MEMBER ON THE INVESTMENT COMMITTEE; START DATE 09/2003; TIME DEVOTED 1 HOUR QUARTERLY; DUTIES INVOLVE EVALUATING AND SELECTING CONSULTANTS WHO OVERSEE MANAGERS. 2) MANAGER DORIS INVESTMENTS II, LLC; INVESTMENT RELATED; LOCATED AT 888 E. LAS OLAS BLVD, SUITE 200 FORT LAUDERDALE, FL. START DATE 11/2015; TIME DEVOTED 1 HOUR QUARTERLY; DUTIES INVOLVE INVESTMENT DECISIONS. 3)MANAGER DORIS INVESTMENTS III, LLC; INVESMTENT RELATED; LOCATED AT 888 E. LAS OLAS BLVD, SUITE 200 FORT LAUDERDALE, FL. START DATE 11/2015; TIME DEVOTED 1 HOUR QUARTERLY; DUTIES INVOLVE INVESTMENT DECISIONS. 4) PRAETORIAN GLOBAL INC.; INVESTMENT RELATED; BOARD MEMBER; INTELLECTUAL PROPERTY AND AG TECH; STARTED 09/2022; DEVOTES 2 HOURS PER QUARTER 5) LAS OLAS CAPITAL- GO GREEN GP, LLC; INVESTMENT RELATED; GENERAL PARTNER AND MANAGER; STARTED 01/2022; DEVOTES 10 HOURS PER MONTH 6) LAS OLAS CAPITAL- REAL ESTATE FUND IV GP, LLC; INVESTMENT RELATED; GENERAL PARTNER AND MANAGER; STARTED 01/2022; DEVOTES 10 HOURS PER MONTH 7) LAS OLAS CAPITAL- REAL ESTATE FUND VI GP, LLC; INVESTMENT RELATED; GENERAL PARTNER AND MANAGER; STARTED 01/2022; DEVOTES 10 HOURS PER MONTH 8) LAS OLAS CAPITAL MANAGEMENT, LLC; INVESTMENT RELATED; MANAGER OF THE FUND MANAGEMENT COMPANY; STARTED 01/2022; DEVOTES 10 HOURS PER MONTH 9) STILES LAS OLAS CAPITAL SEP GP, LLC; INVESTMENT RELATED; GENERAL PARTNER & MANAGER; STARTED 04/2024; DEVOTES 10 HOURS PER MONTH 10) LAS OLAS VC I GP, LLC; INVESTMENT RELATED; FT. LAUDERDALE, FL; FORMER ASSOCIATE MEMBER; FT. LAUDERDALE, FL 11) LAS OLAS VC II GP, LLC; INVESTMENT RELATED; FT. LAUDERDALE, FL; ASSOCIATE MEMBER; FT. LAUDERDALE, FL
CRS (Client Relationship Summary) - RIA
Click below to view Paul Corkin Tanner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 19, 2015 - Present
LAS OLAS CAPITAL ADVISORS, LLC
Office #1: 888 East Las Olas Blvd Suite 200, Fort Lauderdale, FL 33301RIA
CRD#: 175077
Fort Lauderdale, FL
Current
March 1, 2019 - Present
LAS OLAS CAPITAL PARTNERS, LLC
Office #1: 888 E Las Olas Blvd. Suite 200, Ft. Lauderdale, FL 33301BD
CRD#: 297905
Ft. Lauderdale, FL
Past
August 3, 2015 - May 2, 2017
CAPITAL GUARDIAN, LLC
BD
CRD#: 137919
ft lauderdale, FL
Past
July 3, 2008 - August 11, 2015
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
FT. LAUDERDALE, FL
Past
May 15, 2008 - August 11, 2015
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
FT. LAUDERDALE, FL
Past
June 18, 2004 - May 12, 2008
LEHMAN BROTHERS INC.
RIA
CRD#: 7506
PALM BEACH, FL
Past
May 28, 2004 - May 12, 2008
LEHMAN BROTHERS INC.
BD
CRD#: 7506
PALM BEACH, FL
Past
February 27, 1995 - June 3, 2004
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
FTLAUDERDALE, FL
Past
February 27, 1995 - June 3, 2004
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
July 31, 1993 - March 9, 1995
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
December 13, 1989 - July 31, 1993
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
November 16, 1987 - December 21, 1989
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
MEMPHIS, TN
Past
November 20, 1985 - October 27, 1987
FIRST LAUDERDALE SECURITIES, INC.
BD
CRD#: 13909
Past
June 22, 1983 - November 18, 1985
FIRST INTERREGIONAL EQUITY CORP.
BD
CRD#: 7486
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LO
LAS OLAS CAPITAL ADVISORS, LLC
LAS OLAS CAPITAL ADVISORS, LLC | TRUCLARITY WEALTH ADVISORS -FORT LAUDERDALE, LLC | TRUCLARITY WEALTH ADVISORS - FORT LAUDERDALE, LLC
CRD#: 175077 / SEC#: 801-100492
RIA
Registered Investment Advisory firm - (7/15/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Florida(8/19/2015)
RR
Florida(4/17/2019)
RR
New York(6/4/2020)
IAR
Texas(6/10/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/25/1995
General Securities Sales Supervisor Examination (Options Module & General Module)Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
LO
LAS OLAS CAPITAL ADVISORS, LLC
LAS OLAS CAPITAL ADVISORS, LLC | TRUCLARITY WEALTH ADVISORS -FORT LAUDERDALE, LLC | TRUCLARITY WEALTH ADVISORS - FORT LAUDERDALE, LLC
CRD#: 175077 / SEC#: 801-100492
RIA
Registered Investment Advisory firm - (7/15/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
888 East Las Olas Blvd Suite 200, Fort Lauderdale, FL 33301
Mailing Address
Phone number
(954) 289-4692
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 386,538,239 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LAS OLAS CAPITAL ADVISORS, LLC
CRD#: 175077Fort Lauderdale, FL 33301TRUST BUT VERIFY
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