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Harry Stadelmayer

Certified Advisory Corp

Altamonte Springs, FL

CRD 1591528

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Employer firm

Certified Advisory Corp CRD 120990

$3.04B regulatory AUM 61 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:

Current Employers
Certified Advisory Corp

1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 1993-07-21
  • FL RA
    APPROVED
    Since 1993-07-21

Branch Locations

1111 Douglas Avenue, Altamonte Springs, FL 32714 • 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
Transam Securities, Inc. Altamonte Springs FL 11/1998 07/2021
Certified Advisory Corp Altamonte Springs FL 03/1995 Present
Certified Insurance Corp Altamonte Springs FL 11/1998 Present
Maitland Securities, Inc. Altamonte Springs FL 06/2013 12/2017
Fortune Financial Services Monaca PA 03/2021 12/2024
  • 11/1998 → 07/2021
    Transam Securities, Inc.
    Altamonte Springs, FL
  • 03/1995 → Present
    Certified Advisory Corp
    Altamonte Springs, FL
  • 11/1998 → Present
    Certified Insurance Corp
    Altamonte Springs, FL
  • 06/2013 → 12/2017
    Maitland Securities, Inc.
    Altamonte Springs, FL
  • 03/2021 → 12/2024
    Fortune Financial Services
    Monaca, PA
Other Businesses

RIA - Certified Advisory Corp - CFP - IAR investment management since 1993 insurance agent - Certified Insurance Corp

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-04-14
  • S63 Uniform Securities Agent State Law Examination
    1993-04-14
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

SYNERGY INVESTMENT MANAGEMENT LLC
LPL FINANCIAL LLC
AMERITAS ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER WAYNE BORDNER
Guy Britton Davidson
DAVID JOHN SCHLITT

Nearby Offices

SYNERGY INVESTMENT MANAGEMENT LLC · ALTAMONTE SPRINGS, FL
LPL FINANCIAL LLC · ALTAMONTE SPRINGS, FL
AMERITAS ADVISORY SERVICES, LLC · ALTAMONTE SPG, FL

More in Altamonte Springs, FL

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