Michael Joseph Cantero

Employer firm

Kaufman Rossin Wealth, LLC CRD 301921

$507M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 04/2021
  Best Meridian Insurance Co
  Miami, FL
• 06/2016 → 05/2017
  Unemployed
  Miami, FL
• 05/2021 → 03/2023
  Seaview Investment Managers
  Miami, FL
• 06/2023 → Present
  Kaufman Rossin Wealth, Llc
  Miami, FL
• 08/2023 → Present
  Kr Financial Services, Llc Dba Kaufman Rossin Insurance Services
  Miami, FL
• 06/2023 → Present
  Kaufman Rossin & Co.
  Miami, FL

Previous Registrations

• 2022-05-04 → 2023-03-02
  Seaview Investment Managers Llc
  Coral Gables, FL

Other Businesses

1)KAUFMAN, ROSSIN & CO., NON-INVESTMENT RELATED, 3310 MARY STREET, SUITE 501, MIAMI, FL 33133, ADMINISTRATOR, START DATE 06/2023, GENERALLY, 0 HOURS PER WEEK, 0 DURING SECURITY TRADING HOURS. 2)KR FINANCIAL SERVICES dba KAUFMAN ROSSIN INSURANCE SERVICES, NON-INVESTMENT RELATED, 3310 MARY STREET, SUITE 501, MIAMI, FL 33133, INSURANCE ADVISOR. START DATE 08/2023, DEVOTES 15 HOURS PER MONTH DURING SECURITY TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-05-19
• S65 Uniform Investment Adviser Law Examination
  2022-03-28

Designations

• Certified Financial Planner