The Key Largo office of Chapman & Cardwell Capital Management (operating as a fiduciary through SEC-registered Raymond James Financial Services Advisors, Inc., CRD #149018, SEC File #801-69815, and Raymond James Financial Services, Inc., CRD #6694) is a premier Upper Keys wealth management practice located at Mile Marker 99 at 99101 Overseas Highway in Key Largo, Florida. Led by Co-Founder, Registered Principal, and Investment Manager Michael Louis Cardwell (CRD #4264408) alongside Vice President Philip Brian Chandler, AWMA® (CRD #5272396), Financial Advisor Juan Esteban Papadopulos, AAMS™ (CRD #5103917), and Key Largo Advisor Patrick Joseph Fazio III, the firm serves retirees in Ocean Reef Club, Anglers Club, Mariner's Club, and greater Key Largo (33037) with institutional portfolio management, Florida statutory domicile transitions, concentrated equity diversification, and intergenerational estate preservation.
Official Verification Sources: SEC IAPD — Michael Louis Cardwell (CRD# 4264408); SEC IAPD — Philip Brian Chandler, AWMA® (CRD# 5272396); Chapman & Cardwell Capital Management — Key Largo Office
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Chapman & Cardwell Capital Management provides fiduciary investment advisory services through SEC-registered Raymond James Financial Services Advisors, Inc. (CRD #149018, SEC File #801-69815) at 99101 Overseas Hwy, Key Largo, FL 33037.
Issuer: FINRA BrokerCheck / SEC IAPD
Notes: Co-Founder and Registered Principal Michael Louis Cardwell (CRD #4264408), Vice President Philip Brian Chandler, AWMA® (CRD #5272396), and Financial Advisor Juan Esteban Papadopulos, AAMS™ (CRD #5103917) are active registered advisors at the Key Largo office.
Factual details and direct answers about Chapman & Cardwell Capital Management — Key Largo Office's services, licensing, and credentials.
Where is Chapman & Cardwell Capital Management's Key Largo branch located?
The Key Largo office is located at 99101 Overseas Highway (Mile Marker 99), Key Largo, FL 33037 ((305) 451-0408), serving retirees across Key Largo, Ocean Reef, and the Upper Keys.
How does the Key Largo team assist Ocean Reef and Upper Keys retirees with charitable giving and RMDs?
The advisors structure Qualified Charitable Distributions (QCDs) directly from IRAs for retirees aged 70½+, donor-advised funds, municipal bond ladders, and multi-year Roth conversions to minimize federal income tax and Medicare IRMAA surcharges.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.