Theodore Robert Taddei
Investment adviser representative at Ausdal Financial Partners, Inc.
40 yearsExperience
1 stateRegistered in
$3.7BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
40 years in the industry.
- Ausdal Financial Partners, Inc.Dec 2024 to now
- Osaic Advisory ServicesOct 2024 to Dec 2024
- Osaic Wealth, Inc.Oct 2024 to Dec 2024
- American PortfoliosJul 2008 to Oct 2024
- Physician's Wealth Care LLCJan 2006 to Dec 2024
- Guardian Life Insurance Co. of AmericaDec 1984 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ausdal Financial Partners, Inc.
$3.7BAssets managed
16,572Clients
184Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2013864
- Firm CRD
- 7995