Cedrick Levell West
Professional Summary
Cedrick Levell West is a registered financial advisor currently at BLUE COMPASS WEALTH MANAGEMENT, LLC located in Brandon, Florida. Cedrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Cedrick has worked at 1 firm and has passed the Series 65 and Series 3 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
BLUE COMPASS WEALTH MANAGEMENT, LLC
Contact Information
Main Address
1115 Professional Park Dr, Brandon, FL 33511Phone Number
(813) 344-1784# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
9AUM (Assets Under Management)
$246,868Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Cedrick Levell West's CRS (Customer Relationship Summary).
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