MC
CFA
MC
CFA

Maria Canida

40 Years of Experience
Coral Gables, FL

Maria Canida is a CFA-designated registered investment advisor at Ceeto Capital Group, LLC, based in Coral Gables, FL, with 40 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 16 clients with $440M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
16 clients
Average Client Portfolio
$27.5M average
Assets Under Management
$439.4M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

114 Alhambra Cir, Suite 202, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Maria serves on the Board of Directors of Kemper Corporation and is a member of the Investment Advisory Council for the State Board of Administration (SBA) Florida since 2020. Her duties with the SBA take minimal time.

Employment History
Current Registrations
Ceeto Capital Group, LLC
February 2017 - Present · 9 yrs 2 mos
Previous Registrations
Taplin, Canida & Habacht, LLC
February 2009 - December 2017 · 8 yrs 10 mos
Taplin Canida & Habacht INC
October 1985 - February 2009 · 23 yrs 4 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Maria Canida - Financial Advisor | TrueAdvisor