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Financial ADVSR advisor directory · SEC adviser records

Element Pointe Family Office financial advisors in Miami, FL

Every SEC-registered investment adviser representative at a Element Pointe Family Office office in Miami, A to Z.

6 registered advisors work at Element Pointe Family Office in Miami, out of 7 at the firm nationwide; it ranks number 63 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Element Pointe Family Office advisors in Miami, A to Z

Every Element Pointe Family Office advisor →

Element Pointe Family Office advisors in every city and state →Element Pointe Family Office: assets, clients and custodians →Advisor Moves: who changed firms this week →

Element Pointe Family Office advisors in other cities

Vernon, CT 1

Other firms in Miami

All Miami advisors →

Morgan Stanley 414J.P. Morgan Securities LLC 401Merrill Lynch, Pierce, Fenner & Smith Incorporated 272Citigroup Global Markets Inc. 231Insigneo Advisory Services, LLC 144UBS Financial Services Inc. 140Sanctuary Advisors, LLC 64Raymond James & Associates, Inc. 56Equitable Advisors, LLC 52Bbva Global Wealth Advisors, Inc. 40Efg Private Wealth Management (Americas) Corp. 40Hsbc Securities (USA) Inc. 36

Questions

How many financial advisors does Element Pointe Family Office have in Miami?

6 investment adviser representatives are registered at Element Pointe Family Office offices in Miami, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Element Pointe Family Office one of the largest advisor employers in Miami?

Element Pointe Family Office ranks number 63 in Miami by registered advisors; Morgan Stanley has the most, with 414.

How do I check a Element Pointe Family Office advisor in Miami?

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 Element Pointe Family Office 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.