AC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
159 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$236.3M
Fee Structure
This brochure does not contain any information regarding fees charged to clients.
Areas of Practice
Investment Management
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Advisor Information
Office location
1301 Riverplace Blvd, Suite 2130, Jacksonville, FL, 32207-9032
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Riverplace Capital Management INC
December 2021 - Present · 4 yrs 1 mo
Previous Registrations
Bbva Wealth Solutions INC.
January 2018 - May 2021 · 3 yrs 4 mos
Bbva Securities INC.Broker
December 2017 - May 2021 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - September 2016 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 2016 - September 2016 · 5 mos
State Registrations2 states
FLGA
Advisor
Exams
No exam information available for this advisor.