Harry
Stadelmayer

Certified Advisory Corp

CRD#1591528
Investment Advisor
in Altamonte Springs, FL

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About this Advisor

Harry Stadelmayer is a certified financial planner working in Altamonte Springs, Florida with a total of 30 years of relevant experience. Stadelmayer is an advisor for Certified Advisory Corp. The advisor has gained experience at Transam Securities, Inc, Certified Advisory Corp, Certified Insurance Corp, Maitland Securities, Inc and Fortune Financial Services. Stadelmayer maintains a Series 63 license, certifying them as a securities broker, and is approved to advise clients in Florida. Certified Advisory Corp is a firm that has its headquarters in Altamonte Springs, FL. The company has offices in five locations and a total of 38 financial advisors. It manages $2 billion in total assets among its 5,503 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises five charitable organizations. Of its 5,503 client accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services usually depend on the services offered. However, fees billed by Certified Advisory Corp likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

30 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1111 Douglas Avenue
Altamonte Springs, FL 32714

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Certified Advisory Corp Brokerage Details

Total Assets Under Management

$1,921,925,914

FL Average: $1,855,561,029
Total Number of Employees

38

FL Average: 62
Total Number of Accounts

5,503

FL Average: 2,474
Average Account Size

$349,251

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Harry Stadelmayer Work History

Harry has been registered as a financial advisor for 30 years.*

2021 - Present (3 years)

Fortune Financial Services

1998 - Present (26 years)

Certified Insurance Corp

1995 - Present (29 years)

Certified Advisory Corp

2013 - 2017 (4 years)

Maitland Securities, Inc

1998 - 2021 (23 years)

Transam Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Harry Stadelmayer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Certified Advisory Corp

Jessica Hall
Altamonte Springs, FL
Justin Spitler
Altamonte Springs, FL
Delbert Smith
Altamonte Springs, FL
Todd Tocco
Altamonte Springs, FL
Matthew Murphy
Altamonte Springs, FL
Aaron Bert
Altamonte Springs, FL
Adam Jones
Gainesville, FL
Rodney Ownby
Altamonte Springs, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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