Fort Lauderdale, FL E Broward Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$20,608,973,322
ClientsTotal clients
24,837
AdvisorsAdvisors at this office
3
Of 164 advisors across 73 offices
Location
500 E Broward Blvd Ste 1020
Fort Lauderdale FL 33394
Advisors at this office
3
Advisors at this office
Gregory A
Series 65, Series 63
Fort Lauderdale, FL
United Capital Financial Advisors
Gregory Abell II is a financial advisor at United Capital Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lion Street Financial, CETERA Advisor Networks LLC, and Girard Securities. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment strategies and operates FinLife Partners, a platform supporting other independent advisors with technology and practice management services.
Michael M
Series 63
Fort Lauderdale, FL
United Capital Financial Advisors
Michael Mader is a financial advisor with United Capital Financial Advisors in Fort Lauderdale, FL, holding a Series 63 designation and 26 years of industry experience. He has worked at United Capital since 2018, with prior roles at Cetera Advisor Networks and Cambridge Investment Research. Outside of his advisory work, Mader manages a real estate organization and holds ownership interests in residential properties. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates a platform that assists independent advisors with technology and practice management.
Nicholas M
Series 66
Fort Lauderdale, FL
United Capital Financial Advisors
Nicholas Macri is a financial advisor at United Capital Financial Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at Private Advisor Group, LPL Financial, and Singer Wealth Advisors. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers customized strategies including ESG and faith-based preferences.
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