Inactive

Adam Thomas Oerther

B&C Financial Advisors

Ponte Vedra Beach, FL

CRD 6129731

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Employer firm

B&C Financial Advisors CRD 110295

$626M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

B&C Financial Advisors

110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2012-10-24

FL RA
APPROVED

Since 2012-10-24

Branch Locations

110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Butensky & Cohen Financial Security, Inc.	Ponte Vedra Beach	FL	01/2021	Present
Butensky & Cohen Financial Security, Inc.	Ponte Vedra Beach	FL	01/2016	01/2021

01/2021 → Present

Butensky & Cohen Financial Security, Inc.

Ponte Vedra Beach, FL
01/2016 → 01/2021

Butensky & Cohen Financial Security, Inc.

Ponte Vedra Beach, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-08-30

S65 Uniform Investment Adviser Law Examination

2012-08-30

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC

SAWGRASS ASSET MANAGEMENT LLC

CORAL REEF ADVISORS LLC

Nearby Investors

SCOTT DOUGLAS CONROY

GALE RUSSELL CREIGHTON

DEAN EDWARD MCQUIDDY

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · PONTE VEDRA BEACH, FL

SAWGRASS ASSET MANAGEMENT LLC · PONTE VEDRA BEACH, FL

CORAL REEF ADVISORS LLC · PONTE VEDRA BEACH, FL

More in Ponte Vedra Beach, FL

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