Arturo J. Don Duasso

BAYSHORE WEALTH ADVISORS

Coral Gables, FL 33134

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CRD#: 6754957

Professional summary

Arturo J Don Duasso, CFP®, who also goes by Arturo Don, is a registered financial advisor currently at BAYSHORE WEALTH ADVISORS located in Coral Gables, Florida.

Arturo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Arturo has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Arturo Don

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 Arturo J Don Duasso'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

Experience

Current

September 18, 2020 - Present

BAYSHORE WEALTH ADVISORS

Office #1: 121 Alhambra Plaza Suite 1210, Coral Gables, FL 33134

RIA

CRD#: 144191

Coral Gables, FL

Past

July 24, 2019 - March 18, 2020

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

MIAMI, FL

Past

July 15, 2019 - March 18, 2020

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

MIAMI, FL

Past

March 28, 2017 - April 23, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MIAMI BEACH, 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".

BAYSHORE WEALTH ADVISORS

BAYSHORE ASSET MANAGEMENT, LLC | PROVIDENT WEALTH MANAGEMENT, LLC | BAYSHORE WEALTH ADVISORS

CRD#: 144191 / SEC#: 801-68559

RIA

Registered Investment Advisory firm - (11/13/2007 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
(9/18/2020)

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

Series 63

Date: 4/6/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/17/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/28/2017

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BAYSHORE WEALTH ADVISORS

BAYSHORE ASSET MANAGEMENT, LLC | PROVIDENT WEALTH MANAGEMENT, LLC | BAYSHORE WEALTH ADVISORS

CRD#: 144191 / SEC#: 801-68559

RIA

Registered Investment Advisory firm - (11/13/2007 Approved)

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Contact information

Main Address

121 Alhambra Plaza Suite 1210, Coral Gables, FL 33134

Mailing Address

Phone number

(786) 888-9400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BAYSHORE WEALTH ADVISORS FORM ADV PART 2A (3/3/2025)

Regulatory assets under management

Total Number of Accounts	406
AUM (Assets Under Management)	$ 636,514,342

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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Arturo J. Don Duasso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arturo J Don Duasso's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

BAYSHORE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 4/6/2017

Series 7TO

Date: 7/17/2019

SIE

Date: 10/1/2018

Series 6

Date: 3/28/2017

Current Firm

BAYSHORE WEALTH ADVISORS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BAYSHORE WEALTH ADVISORS

TRUST BUT VERIFY

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