Martin E Zavalia

Latin Securities INC

17 Years of Experience

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Firm Information

Latin Securities INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

7 advisors

Number of Clients

11 clients

Average Client Portfolio

$2.3M average

Assets Under Management

$25.2M

Fee Structure

There is no fee information provided in this document.

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Advisor Information

Office location

100 SE 2nd Street, Suite #3975, 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.

Other Business Activities

Martin is the President of Zavalia Cunsulting LLC, a non-financial consulting firm, since July 2023. He spends a few hours per week on this activity.

Employment History

Current Registrations

Latin Securities INC

September 2023 - Present · 2 yrs 4 mos

Previous Registrations

Alvarium Investment Advisors (us), INC.

September 2010 - January 2024 · 13 yrs 4 mos

Guggenheim Investment Advisors, LLC

July 2008 - June 2010 · 1 yr 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.