Adviser and broker representative · Amerant Investments, Inc.
Daisy M. De La Torre Montoya
CRD 5826195 · Coral Gables, FL
At a glance
Daisy M. De La Torre Montoya is an investment adviser representative with Amerant Investments, Inc. in Coral Gables, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daisy’s SEC record dates to 2013, about 13 years ago. Daisy is also registered as a broker representative.
Current advisory firm
- Amerant Investments, Inc.Since January 2022Coral Gables, FL · $782M in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Daisy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Amerant Investments, Inc.
- Diego A. AbreuCoral Gables
- Roger BoschCoral Gables
- Carlos D. Castro OliverosCoral Gables
- Ian P. DubugrasCoral Gables
- Anabel Ferreiro LopezCoral Gables
- Diego Garcia DevillalobosadamesCoral Gables
- Sebastian R. GomezCoral Gables
- Luis A. Hernandez GuerreroCoral Gables
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