Heidy Pardo
Professional Summary
Heidy Pardo is a registered financial advisor currently at CREAND SECURITIES located in Miami, Florida. Heidy is registered as a RR (Registered Representative) and started their career in finance in 2008. Heidy has worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
BETA CAPITAL MANAGEMENT, INC. | CREAND WEALTH MANAGEMENT | CREAND SECURITIES | BETA CAPITAL WEALTH MANAGEMENT | BETA CAPITAL SECURITIES LLC | BETA CAPITAL MANAGEMENT, L.P.
Contact Information
Main Address
777 Brickell Avenue Suite 1201, Miami, FL 33131Mailing Address
777 Brickell Avenue Suite 1201, Miami, FL 33131Phone Number
(305) 358-8844Established
Delaware since 12/31/1995Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(6/17/2026)
(10/21/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Heidy Pardo's CRS (Customer Relationship Summary).
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