Eduardo Sordo is a CFP-designated registered investment advisor, based in Coral Gables, FL, with 25 years of industry experience.
Location
220 Alhambra Circle, Suite 700, Coral Gables, FL, 33134
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Regulatory History (1)
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Customer Dispute
August 2010Settled
Other Business Activities
Eduardo is a trustee and chair of the investment committee for The George Snow Scholarship Fund, a non-profit organization. He utilizes his industry knowledge to communicate with the fund's investment advisor and reports to various committees, spending minimal time on this activity.
Employment History
Current Registrations
Calamos Financial Services LLC
February 2022 - Present · 4 yrs 2 mos
Calamos Financial Services LLCBroker
February 2022 - Present · 4 yrs 2 mos
Calamos Wealth Management LLC
September 2021 - Present · 4 yrs 7 mos
Previous Registrations
Vanguard Marketing CorporationBroker
January 2019 - August 2021 · 2 yrs 7 mos
Fidelity Personal and Workplace Advisors
July 2018 - January 2019 · 6 mos
Strategic Advisers LLC
December 2010 - July 2018 · 7 yrs 7 mos
Fidelity Brokerage Services LLCBroker
November 2010 - January 2019 · 8 yrs 2 mos
Wells Fargo Advisors, LLC
February 2009 - October 2010 · 1 yr 8 mos
Wells Fargo Advisors, LLCBroker
February 2009 - October 2010 · 1 yr 8 mos
UBS Financial Services INC.
April 2005 - March 2009 · 3 yrs 11 mos
UBS Financial Services INC.Broker
April 2005 - March 2009 · 3 yrs 11 mos
Princor Financial Services CorporationBroker
August 2004 - April 2005 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2004 - August 2004 · 0 mos
Banc of America Investment Services, INC.Broker
May 2000 - June 2004 · 4 yrs 1 mo
State Registrations2 states
FLIL
Advisor
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Exams
No exam information available for this advisor.