Oren Arazi has been President & Co-Founder of Pinetree Advisors since May 2014, is a control person of the firm and directly owns between 50% and 75% of it. Oren Arazi holds a Bachelor's Degree in International Business from Florida International University.
Pinetree Advisors Corp. is a Miami, FL firm with $120M under management, 33 clients and 2 advisers in one office, as of its June 2026 filing.
Oren Arazi is President and Co-Founder of Pinetree Advisors Corp., based in Miami. In 2013 he became President and Co-Founder of Pinetree Advisors. He has 20 years of experience in private banking and wealth management, including as Investment Advisor at Bank Leumi USA and Itaú Private Bank.
Oren Arazi’s longest registration is the current one, 7 years at Pinetree Advisors since 2019. Before joining Pinetree Advisors in 2019, Oren Arazi was registered through Focus Investment Advisors, LLC and Amg Global Advisors Corp.
- Pinetree Advisors Corp.Current– present · 7 yearsMiami, FL · Adviser representative · Firm CRD 299275
- Focus Investment Advisors, LLC– · 5 yearsMiami, FL · Adviser representative · Firm CRD 157186
- Amg Global Advisors Corp.– · 1 yearMiami, FL · Adviser representative · Firm CRD 168847
- Leumi Investment Services Inc.– · under a yearAventura, FL · Adviser representative · Firm CRD 105387
Investment adviser representative registrations
Oren Arazi is registered as an investment adviser representative in Florida, since February 2019.
- FloridaSince 25 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 February 2014 |
| Series 66 | Uniform Combined State Law Examination | 13 February 2009 |
| Series 7 | General Securities Representative Examination | 14 October 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Oren Albert Arazi
- CRD
- 5603065
- Firm
- Pinetree Advisors · CRD 299275
- Role
- President & Co-Founder
- Office
- 2420 NE MIAMI GARDENS DRIVE, SUITE 203, Miami, FL 33180
- Registration
- Investment adviser registration
- In the industry since
- August 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pinetreeadvisors.us
Where does Oren Arazi work?
Oren Arazi has been President & Co-Founder of Pinetree Advisors Corp. since May 2014, and is a control person of the firm.
Is Oren Arazi a financial advisor?
Yes. Oren Arazi has a current investment-adviser registration in Florida, through Pinetree Advisors since February 2019.
How many years of experience does Oren Arazi have?
Oren Arazi has 13 years in the financial industry, since August 2013, across 4 adviser firms.
What exams has Oren Arazi passed?
Oren Arazi has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in October 2008.
Where did Oren Arazi work before Pinetree Advisors?
Before Pinetree Advisors, Oren Arazi was registered through Amg Global Advisors Corp., March 2014 to July 2015; Leumi Investment Services Inc., February 2009 to August 2009.
Where is Oren Arazi based?
Oren Arazi’s registered office is in Miami, FL.
Is Oren Arazi registered with FINRA?
No. Oren Arazi has no current broker registration.
How can I verify Oren Arazi’s record?
Search CRD 5603065 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Oren Arazi’s full registration record.
