Marco Bicudo Vidal
Investment Adviser Representative at Sundial Wealth LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marco Bicudo Vidal is an investment adviser representative with Sundial Wealth LLC in Boca Raton, FL, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Sundial Wealth LLCSep 2024 – no end date reportedBoca Raton, FL
- Alachua County Public SchoolsJun 2025 – Aug 2025Starke, FL
- Crumbl CookiesMar 2024 – May 2024Orlando, FL
- University of Central FloridaAug 2023 – Apr 2024Orlando, FL
- Tomasso's Pizza and SubsApr 2022 – Aug 2023Boca Raton, FL
- Publix SupermarketsFeb 2022 – Apr 2022Boca Raton, FL
- Boca Raton High SchoolAug 2019 – May 2023Boca Raton, FL
- Boca Raton Middle SchoolAug 2016 – May 2019Boca Raton, FL
- UnemployedMay 2024 – Sep 2024Orlando, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sundial Wealth LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Exclusive access to alternative deal flow (private equity, commercial real estate, venture capital, hedge funds, equities); custom wealth planning and portfolio management; integrated tax planning; estate planning for wealth transfer; and concierge multi-family office services.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Delray Beach, FL
- SEC file number:
- 801-135014
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 1, 2026
View full firm profileOther advisors at Sundial Wealth LLC
1 other advisor in the directory
View Sundial Wealth LLC firm profileSimilar advisors in Boca Raton, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marco Bicudo Vidal has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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