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Chairman · EFG Private Wealth Management (americas) Corp.

Victor M. Echevarria

CRD 1939548 · Named on Form ADV at one SEC-registered adviser

At a glance

EFG Private Wealth Management (americas) Corp., an SEC-registered asset manager based in Miami, FL with $2.3 billion in regulatory assets, lists Victor M. Echevarria on its Form ADV as Chairman, a control person.

Firms and roles

AtlasMembers

Victor’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 (6)

  • Eduardo M. CruzChief Executive Officer, Director, EFG Private Wealth Management (americas) Corp.
  • Sanjin MohorovicDirector, EFG Private Wealth Management (americas) Corp.
  • Edwin A. FerminChief Compliance Officer, EFG Private Wealth Management (americas) Corp.
  • Peter PhillipsDirector, EFG Private Wealth Management (americas) Corp.
  • Luis G. De Melo FerreiraDeputy Chief Executive Officer, EFG Private Wealth Management (americas) Corp.

1 more person named with Victor on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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