Pedro A. Ortiz Vandergrift

CAMPBELL WILLIAMS

CORAL GABLES, FL 33134-5216

CRD#: 6790679

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Professional summary

Pedro Andres Ortiz Vandergrift is a registered financial advisor currently at CAMPBELL WILLIAMS, INC. located in Coral Gables, Florida.

Pedro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Pedro has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Pedro Andres Ortiz Vandergrift'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®

None

Experience

Current

July 24, 2017 - Present

CAMPBELL WILLIAMS, INC.

Office #1: 1 Alhambra Plaza Ph Floor, Coral Gables, FL 33134-5216

RIA

CRD#: 142243

CORAL GABLES, FL

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
(7/24/2017)

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: 6/9/2017

Uniform Investment Adviser Law Examination

Current Firm

CAMPBELL WILLIAMS, INC.

CAMPBELL WILLIAMS | CAMPBELL WILLIAMS, INC.

CRD#: 142243 / SEC#:

Florida

Registered Investment Advisory firm - (11/20/1995 Approved)

Massachusetts

Registered Investment Advisory firm - (12/2/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1 Alhambra Plaza Ph Floor, Coral Gables, FL 33134-5216

Mailing Address

Phone number

(305) 441-1450

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Pedro A. Ortiz Vandergrift

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pedro Andres Ortiz Vandergrift's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMPBELL WILLIAMS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/2017

Current Firm

CAMPBELL WILLIAMS, INC.

Contact information

Documents

Red Flags

Company Information

CAMPBELL WILLIAMS, INC.

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