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Deborah Ann Badillo

Meira Wealth

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About Deborah Ann Badillo

Deborah Ann Badillo is a financial advisor with Meira Wealth. Deborah Ann is a Certified Financial Planner™ professional with over 8 years of experience in the financial services industry. Deborah Ann provides comprehensive financial planning services to individuals, families, and small businesses. She also offers investment management and portfolio management services. Deborah Ann's firm has approximately $267 million in assets under management.

Firm Information

Deborah Badillo is currently registered with Meira Wealth. Meira Wealth is an investment advisor based in CORAL CABLES, FL, United States. The firm provides financial planning, portfolio management for individuals and businesses. Meira Wealth manages approximately $267,282,919 in assets for 782 accounts. They primarily serve high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Meira Wealth

121 ALHAMBRA PLAZA

CORAL CABLES, FL 33134

$267.28M

Assets Under Management

8

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Deborah Badillo’s Registration & Firm History

FL

05/22/2023 - Present

Meira Wealth (Miami FL)

CO

07/26/2016 - 09/20/2017

CETERA ADVISORS LLC (FORT COLLINS CO)

CO

07/11/2014 - 04/26/2016

THE O.N. EQUITY SALES COMPANY (FT. COLLINS CO)

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Licenses & Designations

BOTH

Issued 01/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/04/2015

Series 24 - General Securities Principal Examination

BC

Issued 09/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Deborah Ann Badillo.
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