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Financial ADVSR advisor directory · SEC adviser records

Amerant Investments, Inc. financial advisors in Coral Gables, FL

Every SEC-registered investment adviser representative at a Amerant Investments, Inc. office in Coral Gables, A to Z.

The short answer

18 registered advisors work at Amerant Investments, Inc. in Coral Gables, out of 20 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 18 are also registered broker representatives.

Amerant Investments, Inc. advisors in Coral Gables, A to Z

Every Amerant Investments, Inc. advisor →

Amerant Investments, Inc. advisors in every city and state →Amerant Investments, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Amerant Investments, Inc. advisors in other cities

Tampa, FL 1West Palm Beach, FL 1

Other firms in Coral Gables

All Coral Gables advisors →

UBS Financial Services Inc. 115Morgan Stanley 103Raymond James & Associates, Inc. 80Merrill Lynch, Pierce, Fenner & Smith Incorporated 74Wells Fargo Clearing Services, LLC 56Oppenheimer & Co. Inc. 35Bradesco Global Advisors 23Snowden Capital Advisors LLC 21Evensky & Katz/Foldes Wealth Management 19We Family Offices 19Stifel, Nicolaus & Company, Incorporated 17Charles Schwab & Co., Inc. 15

Questions

How many financial advisors does Amerant Investments, Inc. have in Coral Gables?

18 investment adviser representatives are registered at Amerant Investments, Inc. offices in Coral Gables, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 1 list the CFP designation and 18 are also registered as broker representatives.

Is Amerant Investments, Inc. one of the largest advisor employers in Coral Gables?

Amerant Investments, Inc. ranks number 9 in Coral Gables by registered advisors; UBS Financial Services Inc. has the most, with 115.

How do I check a Amerant Investments, Inc. advisor in Coral Gables?

Each advisor below links to a profile with their registrations, exams, designations 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 Amerant Investments, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.