CERTIFIED ADVISORY CORP
CRD #120990 SEC #801-61305 ALTAMONTE SPRINGS, FL 407-869-9800
SEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
Employees
36
Clients
251
Accounts
6,217
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CUFF, SHERI, MINGUS | I | PRESIDENT & CCO | NA | Control |
| CUFF, SHERI, MINGUS | I | PRESIDENT & CCO | NA | Control |
| CUFF, SHERI, MINGUS | I | PRESIDENT & CCO | NA | Control |
| CUFF, SHERI, MINGUS | I | PRESIDENT & CCO | NA | Control |
| SMITH, BARRY, MERTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | PRESIDENT/CCO | NA | Control |
| SMITH, BARRY, MERTON | I | PRESIDENT/CCO | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | PRESIDENT/CCO | NA | Control |
| SMITH, BARRY, MERTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | PRESIDENT/CCO | NA | Control |
| SMITH, BARRY, MERTON | I | PRESIDENT/CCO | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, MERTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BERT, JOSEPH, FRANK | I | CHAIRMAN | E | Control |
| BERT, JOSEPH, FRANK | I | PRESIDENT | E | Control |
| BERT, JOSEPH, FRANK | I | CEO | E | Control |
| BERT, JOSEPH, FRANK | I | CEO | E | Control |
| BERT, JOSEPH, FRANK | I | CEO | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (24)
AL AZ CA CO CT DE FL GA IL LA MD MI NC NH NJ NV NY OH PA SC TN TX VA WA
Address
1111 DOUGLAS AVENUEALTAMONTE SPRINGS, FL 32714-2033
United States
Phone: 407-869-9800