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FIRM PROFILE
Overview
CDX ADVISORS is located at 525 Okeechobee Blvd Suite 840, West Palm Beach, FL 33410 and was first established at Florida, Delaware in 12/06/2013. After operating for 12 years, CDX ADVISORS has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CDX ADVISORS’s clients are individuals and 0% of their clients are high net worth individuals. CDX ADVISORS has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CDX ADVISORS are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CDX ADVISORS‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CDX ADVISORS. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CDX ADVISORS Comes From
Understanding the Statistics for CDX ADVISORS and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
525 Okeechobee Blvd Suite 840, West Palm Beach, FL 33410
525 Okeechobee Blvd Suite 840, West Palm Beach, FL 33410
Small
(646) 762-7885
Delaware since 12/06/2013
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at CDX ADVISORS
John Joseph Laboda III
Michael R Ballou
Patrick Eugene Harris
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