Zaheer N. Edoo

CARDINAL ADVISERS LLC

Miami, FL

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CRD#: 2832149

Professional summary

Zaheer Nmn Edoo, who also goes by Zaheer Edoo, is a registered financial advisor currently at CARDINAL ADVISERS LLC located in Miami, Florida.

Zaheer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Zaheer has worked at 3 firms and has passed the Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zaheer Edoo

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) - RIA

Click below to view Zaheer Nmn Edoo's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 29, 2016 - Present

CARDINAL ADVISERS LLC

RIA

CRD#: 284465

Miami, FL

Past

July 2, 2009 - July 8, 2016

VEGA CAPITAL MANAGEMENT LIMITED

RIA

CRD#: 150020

SOUTH MIAMI, FL

Past

June 4, 1997 - June 2, 1999

CREAND SECURITIES

CRD#: 38964

MIAMI, FL

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".

CARDINAL ADVISERS LLC

CRD#: 284465 / SEC#: 801-135017

RIA

Registered Investment Advisory firm - (1/7/2026 Approved)

Florida

Registered Investment Advisory firm - (1/12/2026 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(8/29/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 6/3/1997

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 11/18/1996

National Commodity Futures Examination

Current Firm

CARDINAL ADVISERS LLC

CRD#: 284465 / SEC#: 801-135017

RIA

Registered Investment Advisory firm - (1/7/2026 Approved)

Florida

Registered Investment Advisory firm - (1/12/2026 Terminated)

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Contact information

Main Address

Miami, FL

Mailing Address

Phone number

(786) 216-7547

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CARDINAL ADVISERS LLC FORM ADV PART 2A JANUARY 15, 2026 (1/22/2026)

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 118,539,851

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.

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Zaheer N. Edoo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zaheer Nmn Edoo's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARDINAL ADVISERS LLC

VEGA CAPITAL MANAGEMENT LIMITED

CREAND SECURITIES

Primary Firm SEC Registration

CARDINAL ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 6/3/1997

Series 3

Date: 11/18/1996

Current Firm

CARDINAL ADVISERS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CARDINAL ADVISERS LLC

TRUST BUT VERIFY

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