AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AC

Annette A. Cazenave

Some features on this profile are disabled
CRD#: 1720683
AC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Annette Aurelie Cazenave, who also goes by Annette Cazemave, was a registered financial professional .

Annette is a previously registered financial professional and started their career in finance in 1988. Annette had worked at 7 firms and has passed the Series 63, Series 7, Series 3, Series 30 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Annette Cazemave

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 10, 2021 - October 7, 2022

DUNN SECURITIES, LLC

BD
CRD#: 305349
STUART, FL
Past

September 11, 2007 - December 19, 2013

R.J. O'BRIEN SECURITIES, LLC

BD
CRD#: 143624
CHICAGO, IL
Past

September 1, 2005 - December 7, 2006

REFCO SECURITIES, LLC

BD
CRD#: 14094
NEW YORK, NY
Past

May 10, 2004 - November 15, 2005

CIS SECURITIES, INC.

BD
CRD#: 114670
CHICAGO, IL
Past

June 8, 2000 - April 10, 2002

AWM SERVICES, LLC

BD
CRD#: 6439
HOUSTON, TX
Past

November 1, 1996 - November 9, 1998

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

January 1, 1988 - November 14, 1994

MAN INVESTMENTS INC.

BD
CRD#: 15770
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/8/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 10/19/1999
NFA Branch Manager Examination
Principal/Supervisory Exam

Current Firm


DS
DUNN SECURITIES, LLC
DUNN SECURITIES, LLC

CRD#: 305349 / SEC#: , 8-70398

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
309 Se Osceola St. Suite 350, Stuart, FL 34994-2240
Mailing Address
309 Se Osceola St. Suite 350, Stuart, FL 34994-2240
Phone number
(772) 286-4777
Established
Delaware since 03/20/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
DUNN CAPITAL MANAGEMENT, LLCMEMBER
BERGIN, MARTIN HAMILTONMEMBER5820351
BARRY, BRIAN WILLIAMPRINCIPAL2713492
DREYER, DAVID EUGENECHIEF COMPLIANCE OFFICER7829306
KAUPPI, DAVID ALLENMANAGER/FINOP7180217

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DUNN SECURITIES, LLC

CRD#: 305349

TRUST BUT VERIFY

Monitor Annette Cazenave

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics