Alex Dalmady is a registered investment advisor at Cerasus Advisors INC, based in San Antonio, FL, with 16 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 31 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cerasus Advisors does not list specific fee percentages or tier schedules in its regulatory filing, noting only that all fees are subject to negotiation and established directly in client agreements. Fees are generally billed twice a year based on the average value of your portfolio during the period.
Location
San Antonio, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alex is the main provider of economic analysis and business consulting services through Cerasus Advisors.
Employment History
Current Registrations
Cerasus Advisors INC
State Registrations1 state
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
More Advisors
- Kristi Crisman, CFPWells Fargo Advisors
- Pablo Bianchi, CFPPrincipal Securities, INC.