Leo
Rose

Cardea Capital Advisors, LLC

CRD#6288452
Investment Advisor
in Atlanta, GA

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About this Advisor

Leo Rose is a financial advisor operating out of Atlanta, Georgia, who has been in the industry for 12 years. Rose is an employee of Cardea Capital Advisors, LLC. Their career trajectory has included roles at Lindner Capital Advisors, Cardea Capital Advisors, LLC and Cardea Capital Group, Inc. Rose maintains a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Georgia. Cardea Capital Advisors, LLC is a financial advisory company headquartered in Atlanta, Georgia. It administers $92 million in assets across its 90 client accounts, making it one of the smaller firms in the country by assets under management. Of its 90 customer accounts, 19% belong to high-net-worth clients who have at least $1 million in assets available to invest. Cardea Capital Advisors, LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fees billed by Cardea Capital Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

3350 Riverwood Parkway Suite 2215
Atlanta, GA 30339-3350

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Cardea Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$91,894,457

GA Average: $3,570,121,308
Total Number of Employees

8

GA Average: 58
Total Number of Accounts

90

GA Average: 1,608
Average Account Size

$1,021,050

GA Average: $2,220,225

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Investment Advisory Services

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

Leo Rose Work History

Leo has 12 years of experience.

2021 - Present (2 years)

Cardea Capital Group, Inc

2020 - Present (3 years)

Cardea Capital Advisors, LLC

2010 - Present (13 years)

Lindner Capital Advisors

Disclosures

Leo Rose has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cardea Capital Advisors, LLC

Patrick Thomas
Atlanta, GA
Leo Rose
Atlanta, GA
Kendall Borchardt
Atlanta, GA
Christopher Hanson
Atlanta, GA
Charles Wood
Atlanta, GA
Jeffrey Kopp
Jacksonville, FL
Carolyn Larocco
Atlanta, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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