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Baylor Ann Lancaster-Samuel

Amerant Investments, Inc.

Coral Gables, FL

Coral Gables, FL

CRD 4797736

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Employer firm

Amerant Investments, Inc. CRD 117284

$782M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Amerant Investments, Inc.

220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-11-07
  • FL RA
    APPROVED
    Since 2022-11-07

Branch Locations

220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States

220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amerant Investments, Inc. Coral Gables FL 10/2021 03/2023
1919 Investment Counsel Baltimore MD 09/2019 10/2021
Cv Advisors Aventura FL 06/2016 05/2019
Unemployed Miami FL 06/2019 09/2019
Amerant Investments Inc Coral Gables FL 03/2023 Present
  • 10/2021 → 03/2023
    Amerant Investments, Inc.
    Coral Gables, FL
  • 09/2019 → 10/2021
    1919 Investment Counsel
    Baltimore, MD
  • 06/2016 → 05/2019
    Cv Advisors
    Aventura, FL
  • 06/2019 → 09/2019
    Unemployed
    Miami, FL
  • 03/2023 → Present
    Amerant Investments Inc
    Coral Gables, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-03
  • S66 Uniform Combined State Law Examination
    2022-11-03
Other Names
  • Baylor Ann Lancaster

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

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