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Firm Information
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
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Advisor Information
Office location
100 SE 2nd Street, Suite #3975, Miami, FL, 33131
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
Latin Securities INC. Broker
June 2025 - Present · 7 mos
Latin Securities INC
May 2025 - Present · 8 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.