CP
ChFC
CP
ChFC

Cedric Powell

21 Years of Experience
Tampa, FL
5 Disclosures

Cedric Powell is a ChFC-designated registered investment advisor at Powell Wealth, based in Tampa, FL, with 21 years of industry experience. Cedric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 100 clients with $37M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
100 clients
Average Client Portfolio
$370K average
Assets Under Management
$37.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.25%
$250K - $500K1.10%
$500K - $1.0M1.00%
$1M+0.90%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

603 E Jackson St, Tampa, FL, 33602

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History

Regulatory History (5)
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Employment Separation After Allegations
June 2025
Customer Dispute
July 2021
Settled
Customer Dispute
July 2021
Closed-No Action
Customer Dispute
October 2020
Settled
Customer Dispute
January 2020
Denied
Other Business Activities

Cedric owns commercial and multi-family real estate, and is involved with Showtime Construction & Consultants, Full Circle M&C, Mocs LLC, and RHS 98 LLC. He also serves on the board of directors for Powell and is an author, having written two books; these activities take up varying amounts of Cedric's time, from minimal to about a third of his time.

Employment History
Current Registrations
Powell Wealth
May 2025 - Present · 1 yr
Previous Registrations
Ameriprise Financial Services, LLC
June 2021 - June 2025 · 4 yrs
Ameriprise Financial Services, LLCBroker
June 2021 - June 2025 · 4 yrs
Northwestern Mutual Investment Services,llc
May 2011 - July 2021 · 10 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
November 2004 - July 2021 · 16 yrs 8 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.