Investment adviser representative · Utopia Wealth Management, LLC
Marisol Andreoni
CRD 2060821 · Parkland, FL
At a glance
Marisol Andreoni is an investment adviser representative with Utopia Wealth Management, LLC in Parkland, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marisol’s SEC record dates to 2000, about 26 years ago.
Current advisory firm
- Utopia Wealth Management, LLCSince January 2023Parkland, FL · $261M in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Marisol’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
- 4 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
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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.