Miguel Garcia Cardona

SANCUS WEALTH MANAGEMENT LLC

Miami, FL 33133

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CRD#: 6847966

Professional summary

Miguel Garcia Cardona, who also goes by Miguel A Garcia Cardona, is a registered financial advisor currently at SANCUS WEALTH MANAGEMENT LLC located in Miami, Florida.

Miguel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Miguel has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Miguel A Garcia Cardona

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) Miguel Garcia is the director of Scuadra Life LLC, Scuadra Partner LLC and Montcabrer LLC. The Scuadra group offers insurance services. Montcabrer is a business consulting firm. He dedicates atleast 50%of his time to Scuadra Life LLC. Montcabrer only a few hours a day.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miguel Garcia Cardona'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

October 20, 2022 - Present

SANCUS WEALTH MANAGEMENT LLC

Office #1: 2000 South Dixie Highway Suite 110, Miami, FL 33133

RIA

CRD#: 313226

Miami, FL

Past

March 23, 2021 - June 7, 2023

CLOUT CAPITAL ADVISORS LLC

RIA

CRD#: 312777

MIAMI, FL

Past

March 27, 2018 - July 27, 2021

HARBOR ITHAKA

RIA

CRD#: 170580

MIAMI, 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
(10/20/2022)

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: 11/30/2017

Uniform Investment Adviser Law Examination

Current Firm

SANCUS WEALTH MANAGEMENT LLC

SANCUS WEALTH MANAGEMENT LLC | SANKUS WEALTH SOLUTIONS | SANKUS SOLUTIONS

CRD#: 313226 / SEC#:

Florida

Registered Investment Advisory firm - (6/29/2021 Approved)

Texas

Registered Investment Advisory firm - (11/19/2021 Approved)

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Contact information

Main Address

2000 South Dixie Highway Suite 110, Miami, FL 33133

Mailing Address

Phone number

(908) 499-1286

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	40
AUM (Assets Under Management)	$ 6,263,543

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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Miguel Garcia Cardona

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miguel Garcia Cardona's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANCUS WEALTH MANAGEMENT LLC

CLOUT CAPITAL ADVISORS LLC

HARBOR ITHAKA

State Registrations and Notice Filings

Exams

Series 65

Date: 11/30/2017

Current Firm

SANCUS WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SANCUS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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