EB

Erika Maria Badillo

14 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
62 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$147.7M
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Advisor Information

Office location

777 Brickell Ave., Suite 586, Miami, FL, 33131

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Erika is the Vice President and 50% owner of Dynasty Nutra Inc, a nutritional supplement company. She also consults for Excelsior Trading LLC and Precise Consulting, and works as administrative staff for Precise Investment Management, spending minimal time on each of these activities.

Employment History
Current Registrations
Insight Securities, INC.
September 2016 - Present · 9 yrs 4 mos
Insight Securities, INC. Broker
October 2014 - Present · 11 yrs 3 mos
Previous Registrations
Private Portfolio, INC. Broker
February 2024 - May 2024 · 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Morgan Stanley Smith Barney Broker
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.
January 2008 - June 2009 · 1 yr 5 mos
Citigroup Global Markets INC. Broker
January 2008 - June 2009 · 1 yr 5 mos
Citicorp Financial Services CorporationBroker
September 2005 - April 2006 · 7 mos
State Registrations3 states
FLILTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.