Luis Medina has been Principal & CIO of LMPG Wealth Advisors since October 2023, is a control person of the firm and directly owns under 5% of it. Luis Medina studied at Johns Hopkins University, the University of Pennsylvania and Brown University.
LMPG Wealth Advisors, LLC is a Miami, FL firm with $132M under management, 58 clients and 2 advisers in one office, as of its March 2026 filing.
Luis Medina is Chief Investment Officer of LMPG Wealth Advisors, LLC. His background includes Helix Capital Group, CMG Capital Management Group, CNR, D2 Capital, McMaster-Carr and Seurat Group.
Luis Medina’s longest registration is the current one, 3 years at LMPG Wealth Advisors since 2023. Before joining LMPG Wealth Advisors in 2023, Luis Medina was registered through CMG Capital Management Group, Inc.
- LMPG Wealth Advisors, LLCCurrent– present · 3 yearsCoral Gables, FL · Adviser representative · Firm CRD 328251
- CMG Capital Management Group, Inc.– · 2 yearsCoral Gables, FL · Adviser representative · Firm CRD 110750
Investment adviser representative registrations
Luis Medina is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2023; the most recent is Texas, in April 2025.
- FloridaSince 17 October 2023
- TexasResidentSince 21 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 January 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Luis Daniel Medina
- CRD
- 7332592
- Firm
- LMPG Wealth Advisors · CRD 328251
- Role
- Principal & CIO
- Office
- 1825 PONCE DE LEON BLVD #152, Coral Gables, FL 33134-4418
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lmpgprivatewealth.com
Where does Luis Medina work?
Luis Medina has been Principal & CIO of LMPG Wealth Advisors, LLC since October 2023, and is a control person of the firm.
Is Luis Medina a financial advisor?
Yes. Luis Medina has a current investment-adviser registration in Florida and Texas, through LMPG Wealth Advisors since October 2023.
How many years of experience does Luis Medina have?
Luis Medina has 5 years in the financial industry, since February 2021, across 2 adviser firms.
What exams has Luis Medina passed?
Luis Medina passed the Series 65 in January 2021.
Where is Luis Medina based?
Luis Medina’s registered office is in Coral Gables, FL.
Is Luis Medina registered with FINRA?
No. Luis Medina has no current broker registration.
How can I verify Luis Medina’s record?
Search CRD 7332592 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Luis Medina’s full registration record.