A complete list of active advisors currently associated with Cenador Financial Advisers LLC
Warmer can help you find a great advisor at Cenador Financial Advisers LLC or one who fits your needs even better.
Cenador Financial Advisers LLC provides discretionary portfolio management and limited consulting services primarily to individual clients, using fee-only investment management and the option to allocate assets to mutual funds, ETFs, and unaffiliated independent managers. The firm also conducts free educational seminars and workshops for individuals, groups, and organizations on general market and economic topics. The adviser builds portfolios after assessing each client’s investment objectives and risk tolerance, constructs targeted asset allocations, and provides ongoing monitoring with discretionary trading authority where authorized by the client. It treats cash as an asset class and implements a range of strategies — including mutual funds/ETFs, options transactions (e.g., covered calls and long puts), short sales, and allocations to independent managers — while noting clients retain discretion over implementation of non-investment recommendations. Noteworthy for a firm operating in an investment-manager category, Cenador offers public educational programming, accepts individual clients without a stated minimum asset requirement (making it accessible to non‑high‑net‑worth individuals), and provides limited consulting on an hourly basis in addition to percentage‑of‑AUM management. The firm manages a modest level of discretionary assets (roughly $2.37 million) with a compact advisory team and typically recommends Interactive Brokers as custodian, disclosing that the custodian can provide non‑monetary support services to the firm.
To learn more about the advisors currently working at Cenador Financial Advisers LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 5
|
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