BDO WEALTH ADVISORS, LLC
CRD #222525 SEC #801-108306 JACKSONVILLE, FL 904.396.4015
SEC Registered
Total AUM
$3B
Discretionary
$2.2B
Employees
43
Clients
0
Accounts
4,125
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- APRIL
- Registration Date
- --
- Latest Filing
- Jul 31, 2023
- 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 |
|---|---|---|---|---|
| ALBANEZE, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALBANEZE, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR-SOUTHEAST REGION | NA | |
| ALBANEZE, DAVID, THOMAS | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR-SOUTHEAST REGION | NA | |
| ALBANEZE, DAVID, THOMAS | I | VICE PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | VICE PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | VICE PRESIDENT AND NATIONAL LEADER | NA | |
| ALBANEZE, DAVID, THOMAS | I | VICE PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | VICE PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | VICE PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | VICE PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | VICE PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | VICE PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | VICE PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | VICE PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | VICE PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | VICE PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | PRESIDENT | NA | |
| ALBANEZE, DAVID, THOMAS | I | PRESIDENT | NA | |
| BIEGEL, MARK, DAVID | I | PRESIDENT | NA | Control |
| BIEGEL, MARK, DAVID | I | PRESIDENT | NA | Control |
| BIEGEL, MARK, DAVID | I | PRESIDENT | NA | Control |
| BIEGEL, MARK, DAVID | I | PRESIDENT | NA | Control |
| BIEGEL, MARK, DAVID | I | PRESIDENT | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| CALHOUN, LYNN, G | I | VICE PRESIDENT AND TREASURER | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| FERRARA, STEPHEN, R. | I | PRESIDENT | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| GRIMMER, JUDITH, ANNE | I | SECRETARY | NA | Control |
| KOCH, JEFFREY, BRUCE | I | OFFICE MANAGING PARTNER - WEALTH ADVISORY | NA | |
| KOCH, JEFFREY, BRUCE | I | OFFICE MANAGING PARTNER - WEALTH ADVISORY | NA | |
| KOCH, JEFFREY, BRUCE | I | OFFICE MANAGING PARTNER - WEALTH ADVISORY | NA | |
| KOCH, JEFFREY, BRUCE | I | OFFICE MANAGING PARTNER - WEALTH ADVISORY | NA | |
| KRANER, RICHARD, FREEMAN | I | OFFICE MANAGING PARTNER - WEALTH ADVISORY | NA | Control |
| KRANER, RICHARD, FREEMAN | I | OFFICE MANAGING PARTNER - WEALTH ADVISORY | NA | Control |
| KRANER, RICHARD, FREEMAN | I | OFFICE MANAGING PARTNER - WEALTH ADVISORY | NA | Control |
| KRANER, RICHARD, FREEMAN | I | OFFICE MANAGING PARTNER - WEALTH ADVISORY | NA | Control |
| MARET, DEBORAH, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARET, DEBORAH, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARET, DEBORAH, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURRAY, MATTHEW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURRAY, MATTHEW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURRAY, MATTHEW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURRAY, MATTHEW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURRAY, MATTHEW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF OPERATING OFFICER | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF OPERATING OFFICER | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF OPERATING OFFICER | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF OPERATING OFFICER | NA | Control |
| OKAMURA, RYUICHI | I | CHIEF OPERATING OFFICER | NA | Control |
| Okamura, Ryuichi | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF COMPLIANCE & OPERATIONS | NA | Control |
| PARISH, STEVEN, ROLAND | I | NATIONAL LEADER-WEALTH ADVISORY | NA | |
| PARISH, STEVEN, ROLAND | I | NATIONAL LEADER-WEALTH ADVISORY | NA | |
| PARISH, STEVEN, ROLAND | I | NATIONAL LEADER-WEALTH ADVISORY | NA | |
| PARISH, STEVEN, ROLAND | I | VICE PRESIDENT & NATIONAL LEADER-WEALTH ADVISORY | NA | Control |
| PARISH, STEVEN, ROLAND | I | VICE PRESIDENT & NATIONAL LEADER-WEALTH ADVISORY | NA | Control |
| PARISH, STEVEN, ROLAND | I | VICE PRESIDENT & NATIONAL LEADER-WEALTH ADVISORY | NA | Control |
| WEERSING, SARAH, ANNE | I | SECRETARY | NA | Control |
| WEERSING, SARAH, ANNE | I | SECRETARY | NA | Control |
| WEERSING, SARAH, ANNE | I | SECRETARY | NA | Control |
| WEERSING, SARAH, ANNE | I | SECRETARY | NA | Control |
| WEERSING, SARAH, ANNE | I | SECRETARY | NA | Control |
| WEERSING, SARAH, ANNE | I | SECRETARY | NA | Control |
| WEERSING, SARAH, ANNE | I | SECRETARY | NA | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO USA, LLP | DE | SOLE MEMBER/OWNER | E | Control |
| BDO WA HOLDCO, LLC | DE | MANAGING MEMBER | E | Control |
| BDO WA HOLDCO, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BDO USA, P.A. | DE | BDO WA HOLDCO, LLC | E | Control |
| BDO USA, P.A. | DE | BDO WA HOLDCO, LLC | E | Control |
Registrations
Federal
IA
Jul 31, 2023 REGISTERED
Notice Filings (18)
CA CO FL GA IL LA MA MD MO NC NE NH NJ NY PA TX UT VA
Address
1301 RIVERPLACE BLVD.SUITE 900
JACKSONVILLE, FL 32207
United States
Phone: 904.396.4015