CP
Cedric P. Powell
POWELL WEALTH | Financial Advisor
TAMPA, FL 33602
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CRD#: 3249130
CP
Professional summary
Cedric Percell Powell, ChFC®, CLU®, who also goes by Cedric P Powell, Cedric Powell, is a registered financial advisor currently at POWELL WEALTH located in Tampa, Florida.
Cedric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Cedric has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Family Finances
Investments
Insurance
Are you a "fiduciary"?
Yes
Aliases
Cedric P Powell | Cedric Powell
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.
Real Estate Ownership; Commercial; 1908 N 36th st, , Tampa, FL, 33611; Not Investment-Related; 11/13/2019 / Commercial; 7001 S. Fitzgerald St, , Tampa, FL, 33616; Not Investment-Related; 07/01/2004 / Multi-Family; 17309 Linda Vista Circle, , Lutz, FL, 33548; Not Investment-Related; 11/01/2023. Business Ownership; Showtime Construction & Consultants; Logistics/Strategy/Planning; Light construction/handyman services; P.O. Box 272213, , Tampa, FL, 33618; Not Investment-Related; 01/08/2019; 10 to 19 hours per month; 1 to 9 during trading hours / Full Circle M&C; Financial Advisor; Consulting; 16501 CERRILLO DE AVILA, , LUTZ, FL, 33613; Not Investment-Related; 08/01/2004; 60 hours per month; 40 to 59 during trading hours / Mocs LLC; Manager; Property is owned under this LLC; 16501 Cerrillo DE Avila, , LUTZ, FL, 33613; Not Investment-Related; 11/08/2016; 1 to 9 hours per month; 0 during trading hours / RHS 98 LLC; Salesperson/Manager; Marketing/Advertising; 16501 CERRILLO DE AVILA, , Tampa, FL, 33613; Not Investment-Related; 12/02/2021; 10 to 19 hours per month; 1 to 9 during trading hours. Board of Directors; Powell; Cedric; Support; 1407 E Columbus dr., , Tampa, FL, 33605; Not Investment-Related; 12/09/2020; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Author; Wrote two books "She Rich" "Sell or Starve" ; 16501 Cerrillo De Avila , , Tampa , FL, 33613; Not Investment-Related; 12/11/2024; 0 during trading hours; 1 to 9 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Cedric Percell Powell'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®
Experience
Current
May 29, 2025 - Present
POWELL WEALTH
Office #1: 603 E Jackson St, Tampa, FL 33602RIA
CRD#: 335830
TAMPA, FL
Past
June 24, 2021 - June 10, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Tampa, FL
Past
June 24, 2021 - June 10, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Tampa, FL
Past
May 20, 2011 - July 22, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
TAMPA, FL
Past
November 17, 2004 - July 22, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
TAMPA, FL
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(5/30/2025)
IAR
Texas(5/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PW
POWELL WEALTH
FULL CIRCLE M&C | POWELL WEALTH
CRD#: 335830 / SEC#:
Florida
Registered Investment Advisory firm - (5/30/2025 Approved)Texas
Registered Investment Advisory firm - (5/13/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
603 E Jackson St, Tampa, FL 33602
Mailing Address
Phone number
(813) 245-2227
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
POWELL WEALTH
Financial AdvisorCRD#: 335830Tampa, FL 33602TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
