MC
Maria T. Canida
CEETO CAPITAL GROUP
Coral Gables, FL 33134
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CRD#: 4324409
MC
Professional summary
Maria Teresa Canida, CFA, who also goes by Tere Alvarez Canida, is a registered financial advisor currently at CEETO CAPITAL GROUP, LLC located in Coral Gables, Florida.
Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Maria has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tere Alvarez Canida
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.Board of Directors of Kemper Corporation (NYSE: KMPR).
2. Investment Advisory Council - State Board of Administration (SBA) Florida; investment related: No; Location of the business: 1801 Hermitage Blvd, Tallahassee, Florida 32308;
Description of the business: The IAC provides independent oversight of SBA's funds and major investment responsibilities, ranging from the Florida Retirement System programs to the Lawton Chiles Endowment Fund. Additionally, the IAC meets quarterly to discuss general policies such as risk budgets, alternative investments, and investment protection principles, while more broadly covering topics related to the general economic outlook. ;
Position Title: Member of the IAC; Responsibilities Duties: Members are appointed for 4-year terms pursuant to Section 215.444(2), Florida Statutes.; Start date with business: 2020-02-11; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Maria Teresa Canida'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
February 9, 2017 - Present
CEETO CAPITAL GROUP, LLC
Office #1: 114 Alhambra Cir Suite 202, Coral Gables, FL 33134RIA
CRD#: 286538
Coral Gables, FL
Past
February 6, 2009 - December 31, 2017
LOOP CAPITAL ASSET MANAGEMENT
RIA
CRD#: 149280
MIAMI, FL
Past
October 14, 1985 - February 19, 2009
TAPLIN CANIDA & HABACHT INC
RIA
CRD#: 105262
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".
CC
CEETO CAPITAL GROUP, LLC
CEETO CAPITAL GROUP, LLC | CITO CAPITAL GROUP, LLC
CRD#: 286538 / SEC#: 801-109001
RIA
Registered Investment Advisory firm - (1/25/2017 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(2/9/2017)
Exams
Current Firm
CC
CEETO CAPITAL GROUP, LLC
CEETO CAPITAL GROUP, LLC | CITO CAPITAL GROUP, LLC
CRD#: 286538 / SEC#: 801-109001
RIA
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Contact information
Main Address
114 Alhambra Cir Suite 202, Coral Gables, FL 33134
Mailing Address
Phone number
(786) 477-6445
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 439,410,349 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CEETO CAPITAL GROUP, LLC
CRD#: 286538Coral Gables, FL 33134TRUST BUT VERIFY
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