Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Aventura, FL
Every SEC-registered investment adviser representative at a firm office in Aventura, with the firms that employ the most of them.
The short answer
265 registered advisors work in Aventura; the most are at Morgan Stanley (105). 11 list the CFP designation and 212 are also registered broker representatives.
Firms with the most advisors in Aventura
Advisors in Aventura, A to Z
CFP advisors in Aventura →- Gaston E. AbelloMorgan Stanley
- Alina AkchurinaCitigroup Global Markets Inc.
- Paulo AlfonsoMorgan Stanley
- Carla S. AlmeidaCharles Schwab & Co., Inc.
- Santiago M. AlonsoMorgan Stanley
- Jason D. AmatoMorgan Stanley
- Karl A. AngusMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cesar AranMorgan Stanley
- Claudia AranibarMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Fernanda B. AraujoJ. Safra Asset Management Corporation
- Jerold AttentoPrincipal Securities, Inc.
- Mariana Avila MuratiActivest Wealth Management, LLC
- Gerardo AvitiaMorgan Stanley
- Robert H. AxelrodMorgan Stanley
- Moshe R. BaninMorgan Stanley
- Vinicius BariMorgan Stanley
- Russell D. BassettMorgan Stanley
- Judy BatievskyActivest Wealth Management, LLC
- Guido BebchikMorgan Stanley
- Max M. BeckerMorgan Stanley
- Jacob A. BengioGioben Capital LLC
- Ruben BenharrouchMorgan Stanley
- Heather D. BerryMorgan Stanley
- Michael B. BillerMorgan Stanley
- Yan BinderMorgan Stanley
- Christian BlockerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark N. BodkinsMorgan Stanley
- Lindsay G. BoitelMorgan Stanley
- Santiago BorenszteynMorgan Stanley
- Catherine BoteroJ.P. Morgan Securities LLC
- Adriana Botero BobulskyCv Advisors LLC
- Eduardo I. BrenderActivest Wealth Management, LLC
- Michael A. BrenerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mariana BrichesiMorgan Stanley
- Stuart L. BrisgelB1 Financial
- Liudmila BroichMorgan Stanley
- Andrea J. BrunoAventura Private Wealth, LLC
- Natan BteshNorthwestern Mutual Investment Services, LLC
- Arnold T. ButkusWells Fargo Clearing Services, LLC
- Paola A. CabreraMorgan Stanley
- Robert F. CafaroWells Fargo Clearing Services, LLC · Certified Financial Planner
- Richard A. CahlinLPL Financial LLC
- Andres E. Calvo MorrisonCv Advisors LLC
- Brenda CareyValley Wealth Managers, Inc.
- Philip M. CasoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edmundo J. CastilloEvolution Wealth Advisors, LLC
- Nancy E. CastroMorgan Stanley
- Renato CastroMorgan Stanley
- Joshua C. CatoneMorgan Stanley
- Janine R. CavalcanteMorgan Stanley
- Gustavo L. CecchiMorgan Stanley
- Carlos J. CentenoTruist Advisory Services, Inc.
- Alan W. ChaisWells Fargo Clearing Services, LLC
- Teresa T. ChanGoalfocus Financial, LLC · Certified Financial Planner
- Dannit ChocronActivest Wealth Management, LLC
- Vishal K. ChotaiA.G.P. / Alliance Global Partners
- Sean M. ClancyMorgan Stanley
- Carola CohenMorgan Stanley
- Anthony T. ConiglioMorgan Stanley
- Heather A. CorbalisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Claudia M. CorreaHsbc Securities (USA) Inc.
- Christopher CostaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jose L. CovaActivest Wealth Management, LLC
- Geovany R. CruzJ.P. Morgan Securities LLC
- Shea A. CurtinMorgan Stanley
- Simon J. DahanEdward Jones
- Gustavo A. DardikMorgan Stanley
- Jaime DashevschiValley Financial Management, Inc.
- Bruce A. DavisWells Fargo Clearing Services, LLC
- Lloyd M. DavisWells Fargo Clearing Services, LLC · Certified Financial Planner
- Irene D. De LeonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dener Jose De SouzaMorgan Stanley
- Maribel S. DefauwesHsbc Securities (USA) Inc.
- Katharine R. DesotoMorgan Stanley
- Siddharth DhawanA.G.P. / Alliance Global Partners
- Paul C. DohertyMorgan Stanley
- Harry J. DominguezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John M. DufordMorgan Stanley
- Jose EderyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Pedro J. EidHsbc Securities (USA) Inc.
- Berta EpelbaumValley Wealth Managers, Inc.
- Carolina M. EscalanteGeg Advisors
- Roy EshNorthwestern Mutual Investment Services, LLC
- Morris EsquenaziNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- John A. EstrellaJ.P. Morgan Securities LLC
- Ian L. EvansCv Advisors LLC
- Brian FarkasOsaic Wealth, Inc.
- Alejandro FeldmanValley Wealth Managers, Inc.
- Alexander FeldmanAlius Capital Partners
- Zvika N. Feldman1818 Private Client Group, LLC
- Angelica M. FezzaMorgan Stanley
- Joseph A. FezzaMorgan Stanley
- Jose J. FinkelsteinActivest Wealth Management, LLC
- Joel R. FishkinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Federico A. FlomMethodica Investment Management LLC
- David R. FriedlandSinger Wealth Advisors LLC
- Leon J. FriedlanderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel Y. FriedmanMission Wealth Management, LP
- Austin A. FryeLPL Financial LLC
- Martin GalvezCitigroup Global Markets Inc.
- Javier A. GarciaMorgan Stanley
- Luciano E. GhyselsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Samuel Goihman BenaimInsigneo Advisory Services, LLC
- Douglas L. GoldenWells Fargo Clearing Services, LLC
- Denise GoldsteinMorgan Stanley
- Angela M. GomezMorgan Stanley
- Garrick GomezJ.P. Morgan Securities LLC
- Leslie GonzalezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lisette GonzalezWells Fargo Clearing Services, LLC
- Edward J. GordonMorgan Stanley
- Louis J. GreifMorgan Stanley
- Henry R. GrinbergRaymond James & Associates, Inc.
- Alexandros GrivasCharles Schwab & Co., Inc.
- Richard S. GrodinMorgan Stanley · Chartered Financial Analyst
- Ethan S. GrossmanMorgan Stanley
- Adam S. GrotellJ.P. Morgan Securities LLC
- Jacob J. HadidaZorea Capital LP
- John L. Hagadorn Jr.Morgan Stanley
- David A. HatzMorgan Stanley
- James A. HenriquezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Javier HenriquezAlius Capital Partners
- Ivan O. HernandezOmnia Family Wealth, LLC · Certified Financial Planner
- Nicholas A. HernandezLPL Financial LLC
- Gerhard Herrera-PahlEvolution Wealth Advisors, LLC
- Alex HolguinLPL Financial LLC
- Suzy HsiehStrategic Advisers LLC
- Andrey IlyasovSolomon Capital Partners LLC
- Yuri Iwenicki ManelaItau International Securities Inc.
- Tenay A. JacksonMorgan Stanley
- Bryan P. JacobsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Felix JaimovichMorgan Stanley
- Edward G. JananskyWells Fargo Clearing Services, LLC
- Tatiana JaramilloMorgan Stanley
- Vanessa A. JewettMorgan Stanley
- Giovanni I. JuradoMorgan Stanley
- Diana B. KahnThe Financial Pharmacist, Inc. · Certified Financial Planner
- Lawrence J. KalishMorgan Stanley
- Karina KanakinaCitigroup Global Markets Inc.
- Arianna E. KaufmanActivest Wealth Management, LLC
- Olga I. KhaitovaMorgan Stanley
- Jerome S. KirsteinOsaic Wealth, Inc.
- Leandra M. KolMorgan Stanley
- Achilles KontoyiannisMorgan Stanley
- Hilary A. Kumble FreemanMorgan Stanley
- Dov LasryJ. Safra Asset Management Corporation · Certified Financial Planner
- Jadel R. LavinMorgan Stanley
- Marc LeffinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Howard M. LernerMorgan Stanley
- Neal E. LeschelWells Fargo Clearing Services, LLC
- Leonardo Leta FurtadoJ. Safra Asset Management Corporation
- Paula S. LevineMorgan Stanley
- Javier M. LevyValley Financial Management, Inc.
- Bradley M. LipkowitzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mariana LoraCv Advisors LLC
- Carlos A. MachadoHarbor Ithaka
- Sandra MahechaCitigroup Global Markets Inc.
- Tyler D. MannerMorgan Stanley
- Michael Y. MarcianoEvolution Wealth Advisors, LLC
- Janely MarinJ.P. Morgan Securities LLC
- Arnoldo A. Marin JrMorgan Stanley
- Douglas H. MartinMorgan Stanley
- Tomas MartinHsbc Securities (USA) Inc.
- Elizabeth A. MatosCharles Schwab & Co., Inc.
- William G. MatykiewiczMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gracie B. MayaWells Fargo Clearing Services, LLC
- Shmuel I. MayaAventura Private Wealth, LLC
- Luis M. MayorgaMorgan Stanley
- Nick A. MazzurcoWells Fargo Clearing Services, LLC
- Paula M. McDonellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Claudia MedinaMorgan Stanley
- Andrew J. MenachemMorgan Stanley
- Manuel M. MendezMorgan Stanley
- Rochelle MilhemMorgan Stanley
- Javier B. MinanaHarbor Ithaka
- Manish MittalKailix Advisors LLC
- Pilar A. MolinaresMorgan Stanley
- Oscar O. MoragaValley Wealth Managers, Inc.
- Sam MosheMorgan Stanley
- Lawrence A. MuscantOmnia Family Wealth, LLC
- Emilio I. Nahon SerfatyHaddock Capital LLC
- Lawrence C. NappMorgan Stanley
- Maria T. OlivaMorgan Stanley
- Robert A. OlivaMorgan Stanley
- Miguel OrtizMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alon OzerOmnia Family Wealth, LLC
- Bilay Ozgun1818 Private Client Group, LLC
- Victor A. PeachMorgan Stanley
- Lesya PelyushkoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Maureen Pennington AguirreEvolution Wealth Advisors, LLC
- Andrea PfefferMorgan Stanley
- Roy L. PfefferMorgan Stanley
- Drew R. PickardMorgan Stanley
- Andrea G. PinedaMorgan Stanley
- Matthew S. PoserMorgan Stanley
- Alfredo D. PupkinMorgan Stanley
- Raj A. RaghaniVantage Wealth Management LLC
- Mayra C. RamirezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael RamirezJ.P. Morgan Securities LLC
- Jilliann RansomCharles Schwab & Co., Inc.
- David H. RascoeWells Fargo Clearing Services, LLC
- Christopher D. ReadyMorgan Stanley
- Michael J. ReillyMorgan Stanley
- Diego F. Reyes TrujilloMorgan Stanley
- Jamilet J. ReynosoMorgan Stanley
- Ana RieberActivest Wealth Management, LLC
- Daniel A. RieberHsbc Securities (USA) Inc.
- Adam E. RitterspornCharles Schwab & Co., Inc. · Certified Financial Planner
- William O. RivasCitigroup Global Markets Inc.
- Geoffrey M. RobbinsMorgan Stanley
- Felipe RocaHsbc Securities (USA) Inc.
- Natalia Rodriguez SanchezMorgan Stanley
- Gwenaelle RomainMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Maria C. RomanowskiJ.P. Morgan Securities LLC
- Edgardo A. RomeroMorgan Stanley
- Evan RomeroMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jesus RomeroMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tulio A. Rosado Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Iris J. RothNewedge Advisors · Certified Financial Planner
- Cezar Augusto Salvadeo MinozzoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Juan X. SanchezActivest Wealth Management, LLC
- Felix R. Sanchez CarrasquilloMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eduardo SarnowMorgan Stanley
- Motaz O. SarsourCharles Schwab & Co., Inc.
- Diego H. ScheurichCitigroup Global Markets Inc.
- Maria SeniorMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathan E. SharbaniMorgan Stanley
- Stephen A. ShermanMorgan Stanley
- Henry SilvaApollon Wealth Management, LLC
- Patrick SimonAventura Private Wealth, LLC
- Jared C. SlanskyWells Fargo Clearing Services, LLC
- Maria F. SoriaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Guido S. SosaMorgan Stanley
- Robert H. SparksWells Fargo Clearing Services, LLC
- Adam M. SpiroMorgan Stanley
- Myron D. StaymanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Barbara SteinhausMorgan Stanley
- Matthew J. StormCv Advisors LLC
- Maria P. StrandMorgan Stanley
- Alvaro B. Sucre UzcateguiEvolution Wealth Advisors, LLC
- Jessica P. SuskindMorgan Stanley
- Varda TalValley Financial Management, Inc.
- Jacobo L. Taurel RimerisActivest Wealth Management, LLC
- Anthony TerminelloWells Fargo Clearing Services, LLC
- Carolina ThompsonInsigneo Advisory Services, LLC
- Marbel UgandoCitigroup Global Markets Inc.
- Jorge Unda RodriguezMorgan Stanley
- Roberto VainrubEvolution Wealth Advisors, LLC
- Robert A. Van EssoMorgan Stanley
- Jalmar VegaWells Fargo Clearing Services, LLC
- Ana C. Vergel Gandia-GordonMorgan Stanley
- Adriano D. VieiraJ. Safra Asset Management Corporation
- Alvaro VillacresPNC Wealth Management LLC
- Joseph C. VivianiMorgan Stanley
- Melissa A. WagnerMorgan Stanley
- Michael S. WagnerOmnia Family Wealth, LLC · Certified Financial Planner
- Steven A. WagnerOmnia Family Wealth, LLC
- Isaac WakszolActivest Wealth Management, LLC
- Melody J. WalschMorgan Stanley
- Blaine J. WillenborgMorgan Stanley
- Carolyn H. WilliamsMorgan Stanley
- Emilio WuCitigroup Global Markets Inc.
- Laurette M. WynnMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Carolina Young VottoMorgan Stanley
- Susana Zinn GrossEvolution Wealth Advisors, LLC
- Thomas ZurMorgan Stanley
Other cities in Florida
All of Florida →Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244Vero Beach 241
Questions
How many financial advisors are in Aventura, FL?
265 investment adviser representatives are registered at firm offices in Aventura, Florida, according to the SEC's Investment Adviser Public Disclosure records. 212 of them are also registered as broker representatives, and 11 list the CFP designation.
Which firm has the most financial advisors in Aventura?
Morgan Stanley, with 105 registered advisors in Aventura, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 33.
How do I check a financial advisor in Aventura?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.