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Arthur Canter

Boca Wealth Advisors

Boca Raton, FL

CRD 2584153

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Employer firm

Boca Wealth Advisors CRD 108038

$379M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Boca Wealth Advisors

1515 S Federal Hwy Suite 306, Boca Raton, FL 33432 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-04-27
FL RA APPROVED 1999-02-02
  • TX RA
    APPROVED
    Since 2016-04-27
  • FL RA
    APPROVED
    Since 1999-02-02

Branch Locations

1515 S Federal Hwy Suite 306, Boca Raton, FL 33432 • 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
OrganizationCityStateFromTo
Boca Wealth Advisors, Llc Boca Raton FL 11/1998 Present
Arthur J Canter, Cpa Boca Raton FL 09/1985 12/2024
Boca Wealth Cpas, Llc Boca Raton FL 01/2025 Present
  • 11/1998 → Present
    Boca Wealth Advisors, Llc
    Boca Raton, FL
  • 09/1985 → 12/2024
    Arthur J Canter, Cpa
    Boca Raton, FL
  • 01/2025 → Present
    Boca Wealth Cpas, Llc
    Boca Raton, FL
Other Businesses

Boca Wealth CPAs, LLC. We prepare tax returns and do other accounting related activities

Designations
  • Certified Financial Planner

View on SEC IAPD

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