Financial advisers in Aventura, Florida
14 profiles with reported offices in Aventura, Florida. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Steven WagnerManaging Member and Chief Executive OfficerOmnia Family WealthCRD 825793- Manish MittalPrincipal and Chief Compliance OfficerKailix AdvisorsCRD 2526691
- Matthew StormManager, Managing DirectorCV AdvisorsCRD 2551999
Ivan HernandezManaging Member andOmnia Family WealthCRD 2630822
Perla GlanzbergInvestment adviser representativeLivian & Co.CRD 4380054
Michael WagnerManaging Member and Chief Operating OfficerOmnia Family WealthCRD 4808259
David FriedlandInvestment adviser representativeSinger Wealth AdvisorsCRD 5022638- Fernanda AraujoChief Compliance OfficerJ. Safra Asset ManagementCRD 5307300
- Zvika FeldmanManaging Principal/Chief Compliance Officer1818 Private Client GroupCRD 5316260
- Adriano VieiraDeputy CEOJ. Safra Asset ManagementCRD 6412363
Alon OzerChief Investment OfficerOmnia Family WealthCRD 6887779- Bilay OzgunInvestment adviser representative1818 Private Client GroupCRD 7387967
Lawrence MuscantInvestment adviser representativeOmnia Family WealthCRD 7959292- Sebastian HerdoizaInvestment adviser representativeStorge Partners Economic StudiesCRD 8035504
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.