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Deborah Ann Badillo

Deborah A. Badillo

MEIRA WEALTH
Coral Cables, FL 33134
Some features on this profile are disabled
CRD#: 6343136
Deborah Ann Badillo

Professional summary

Deborah Ann Badillo, CFP®, who also goes by Debbie Badillo, Deborah Badillo, is a registered financial advisor currently at MEIRA WEALTH located in Coral Cables, Florida.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Deborah has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Debbie Badillo | Deborah Badillo

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 Deborah Ann Badillo'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

May 9, 2019 - Present

MEIRA WEALTH

Office #1: 121 Alhambra Plaza Suite 1000, Coral Cables, FL 33134
RIA
CRD#: 108648
Coral Cables, FL
Past

July 26, 2016 - September 20, 2017

CETERA ADVISORS LLC

RIA
CRD#: 10299
FORT COLLINS, CO
Past

July 26, 2016 - September 20, 2017

CETERA ADVISORS LLC

BD
CRD#: 10299
FORT COLLINS, CO
Past

January 22, 2016 - April 15, 2016

REA CAPITAL MANAGEMENT, LLC

RIA
CRD#: 127485
FORT COLLINS, CO
Past

July 11, 2014 - April 26, 2016

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
FT. COLLINS, CO

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".
MW
MEIRA WEALTH
LINDA S. LUBITZ, CFP PA | THE LUBITZ FINANCIAL GROUP | MEIRAWEALTH.COM | MEIRA WEALTH | MEIRA | LUBITZ LINDA S CFP PA | LINDA S. LUBITZ, CFP®, PA

CRD#: 108648 / SEC#: 801-56677

RIA
Registered Investment Advisory firm - (7/16/1999 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
(5/9/2019)
IAR
Texas
(5/22/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/22/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/20/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/10/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/4/2015
General Securities Principal Examination

Current Firm

MW
MEIRA WEALTH
LINDA S. LUBITZ, CFP PA | THE LUBITZ FINANCIAL GROUP | MEIRAWEALTH.COM | MEIRA WEALTH | MEIRA | LUBITZ LINDA S CFP PA | LINDA S. LUBITZ, CFP®, PA

CRD#: 108648 / SEC#: 801-56677

RIA
Registered Investment Advisory firm - (7/16/1999 Approved)
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Contact information

Main Address
121 Alhambra Plaza Suite 1000, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 670-4440
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MEIRA WEALTH_PART 2A BROCHURE SUPPLEMENT (8/30/2025)

Regulatory assets under management

Total Number of Accounts747
AUM (Assets Under Management)$ 279,561,070

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.

Company Information

MEIRA WEALTH

CRD#: 108648Coral Cables, FL 33134

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