PD
Pau Delgado Rodriguez
CS ADVISORS
Boca Raton, FL 33487
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CRD#: 7231294
PD
Professional summary
Pau Delgado Rodriguez is a registered financial advisor currently at CS ADVISORS INC. located in Boca Raton, Florida.
Pau is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Pau has worked at 1 firm and has passed the Series 65 and SIE exams.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Pau Delgado Rodriguez'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®
NoneExperience
Current
March 18, 2020 - Present
CS ADVISORS INC.
Office #1: 7999 N Federal Hwy Suite 101, Boca Raton, FL 33487RIA
CRD#: 130729
Boca Raton, 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(3/18/2020)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CA
CS ADVISORS INC.
CS ADVISORS INC.
CRD#: 130729 / SEC#: 801-67680
RIA
Registered Investment Advisory firm - (9/13/2012 Terminated)Florida
Registered Investment Advisory firm - (5/27/2011 Approved)New York
Registered Investment Advisory firm - (6/14/2017 Approved)North Carolina
Registered Investment Advisory firm - (3/28/2023 Approved)Texas
Registered Investment Advisory firm - (3/15/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7999 N Federal Hwy Suite 101, Boca Raton, FL 33487
Mailing Address
Phone number
(561) 241-9301
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 294 |
| AUM (Assets Under Management) | $ 98,023,935 |
Red Flags
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