Certified Advisory Corp

CRD 120990 · Altamonte Springs, FL · $3.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 120990
SEC number: 801-61305
Firm type: RIA
Assets under management: $3.0B as of Mar 31, 2026
Website: www.financialgroup.com ↗
Phone: 407-869-9800
Address: 1111 Douglas Avenue, Altamonte Springs, FL, 32714-2033

Advisors at this firm

17 in our index · page 1 of 1

Gary Stephen AbelyCRD 2811837 · Altamonte Springs, FL

IA Registered
Aaron Joseph BertCRD 5543320 · Altamonte Springs, FL

IA RegisteredBroker
Joseph Frank BertCRD 827053 · Altamonte Springs, FL

IA Registered

Disclosure event(s) on record
Rupert Charles CurryCRD 2893627 · Altamonte Springs, FL

IA RegisteredBroker
Nancy Ilene HechtCRD 1217854 · Altamonte Springs, FL

IA RegisteredBroker

Disclosure event(s) on record
Jessica Leigh HallCRD 7221038 · Altamonte Springs, FL

IA RegisteredBroker
Adam Charles JonesCRD 6209578 · Altamonte Springs, FL

IA RegisteredBroker
Vicki Denise KovachCRD 1971307 · Altamonts Springs, FL

IA RegisteredRegistration inactive
Grant Marshall KennedyCRD 7580194 · Altamonte Springs, FL

IA Registered
Dillon LittleCRD 7954511 · Altamonte Springs, FL

IA Registered
Rodney Lee OwnbyCRD 6783524 · Altamonte Springs, FL

IA RegisteredRegistration inactive
Richard Dale PattersonCRD 805642 · Orlando, FL

IA RegisteredBroker
Justin Riley SpitlerCRD 5258643 · Altamonte Springs, FL

IA RegisteredBroker
Harry StadelmayerCRD 1591528 · Altamonte Springs, FL

IA RegisteredRegistration inactive
Delbert Wynn SmithCRD 4132702 · Altamonte Springs, FL

IA RegisteredRegistration inactive
Christopher Howard ToadvineCRD 2597371 · Altamonte Springs, FL

IA RegisteredRegistration inactive
Todd Jeffrey ToccoCRD 2821924 · Altamonte Springs, FL

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 120990 ↗ FINRA BrokerCheck record for firm CRD 120990 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.