Jeffrey Cardozo
Jeffrey Cardozo is a CFP-designated registered investment advisor at Scarborough Capital Management, based in Annapolis, MD, with 11 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,664 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and paid quarterly in advance. The maximum allowable annual fee is 2.50%.
Fee Estimator
Location
1906 Towne Centre Blvd, Suite 260, Annapolis, MD, 21401
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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
Jeffrey works as an agent/representative at Scarborough Capital Management, an SEC registered investment advisor, providing administrative support, taking about half of his time. He is also a co-trustee on an irrevocable trust at Morgan Stanley for his parents, requiring minimal time.
Employment History
Current Registrations
Scarborough Capital Management
Independent Financial Group, LLCBroker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations35 states
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
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