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Chief Compliance Officer · CV Advisors LLC

Beatriz Gutierrez Junco

CRD 6122419 · Named on Form ADV at one SEC-registered adviser

At a glance

CV Advisors LLC, an SEC-registered wealth manager based in Aventura, FL with $15.1 billion in regulatory assets, lists Beatriz Gutierrez Junco on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • CV Advisors LLCChief Compliance OfficerWealth manager · Aventura, FL · $15B in regulatory assets

AtlasMembers

Beatriz’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Beatriz’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.