Cesar A. Pachon

TIEDEMANN ADVISORS

CORAL GABLES, FL 33134

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CRD#: 4074988

Professional summary

Cesar Augusto Pachon, who also goes by Cesar Pachon, is a registered financial advisor currently at TIEDEMANN ADVISORS, LLC located in Coral Gables, Florida.

Cesar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Cesar has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Cesar Pachon

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.

Eurodata Sport - Not investment-related - 801 Brickell Key Boulevard, Apt 3210, Miami, Florida, 33131 - FIFA Agent; Professional sports representation - Operational and strategic support - Operational and strategic support - January 2011 - 5-10 hours/month - 1 hour/month during business hours - The company arranges matches between national teams, represent players, and signs endorsements for them. Brunfelsia Three - STRWD LLC - Investment-related - 801 Brickell Key Boulevard, Apt 3210, Miami, Florida, 33131 - LLC entity used to make an investment for a multi-family residential investment - Passive LLC Member - Passive LLC Member - June 2016 - 0 hours/month - 0 hours/month during business hours - Passive LLC Member.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cesar Augusto Pachon'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 11, 2026 - Present

TIEDEMANN ADVISORS, LLC

Office #1: 2811 Ponce De Leon Blvd. Suite 520, Coral Gables, FL 33134

RIA

CRD#: 147189

CORAL GABLES, FL

Past

September 8, 2008 - January 18, 2013

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

MIAMI, FL

Past

October 1, 2003 - July 23, 2026

WE FAMILY OFFICES

RIA

CRD#: 109869

CORAL GABLES, FL

Past

February 29, 2000 - December 12, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

TIEDEMANN ADVISORS, LLC

TIEDEMANN ADVISORS, LLC | TIEDEMANN WEALTH MANAGEMENT, LLC

CRD#: 147189 / SEC#: 801-69865

RIA

Registered Investment Advisory firm - (2/10/2009 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.

Highlighted states indicate IAR registrations

IAR

Florida
(8/11/2026)

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

State Security Law Exam

IAR

Series 65

Date: 8/27/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/2/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/28/2000

General Securities Representative Examination

Current Firm

TIEDEMANN ADVISORS, LLC

TIEDEMANN ADVISORS, LLC | TIEDEMANN WEALTH MANAGEMENT, LLC

CRD#: 147189 / SEC#: 801-69865

RIA

Registered Investment Advisory firm - (2/10/2009 Approved)

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Contact information

Main Address

22 Vanderbilt Avenue 27th Floor, New York, NY 10017

Mailing Address

Phone number

(212) 396-5900

Established

Firm type

Fiscal year end

# of Employees

187

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TIEDEMANN ADV PART 2A (7/22/2025)

Regulatory assets under management

Total Number of Accounts	627
AUM (Assets Under Management)	$ 29,043,170,554

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2025	Cover Page	Report
07/29/2024	Cover Page	Report
10/26/2023	Cover Page	Report
09/27/2022	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Cesar A. Pachon

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cesar Augusto Pachon's CRS (Customer Relationship Summary).

Certified licenses

Experience

GFO ADVISORY SERVICES, LLC

WE FAMILY OFFICES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TIEDEMANN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2003

Series 66

Date: 6/2/2000

Series 7

Date: 2/28/2000

Current Firm

TIEDEMANN ADVISORS, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TIEDEMANN ADVISORS, LLC

TRUST BUT VERIFY

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