Alex Dalmady is a registered investment advisor at Cerasus Advisors INC, based in Weston, FL, with 16 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cerasus Advisors manages investment portfolios based on your individual needs and goals. The fees are negotiable and billed semi-annually. The fees do not include brokerage commissions, transaction fees, or other related costs. Mutual funds and exchange-traded funds also charge internal management fees.
Location
833 Heritage Dr, Weston, FL, 33326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alex is the main provider of economic analysis and business consulting services through Cerasus Advisors.
Employment History
Current Registrations
Cerasus Advisors INC
State Registrations1 state
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.