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Ameraudi Asset Management, Inc. CRD 119854
$2.10B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
19 East 54Th Street, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-24 |
| TX | RA | APPROVED | 2019-05-30 |
| FL | RA | APPROVED | 2019-01-31 |
Branch Locations
19 East 54Th Street, New York, NY 10022 • United States
Forest Hills, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc./Interaudi Bank | New York | NY | 04/2010 | 11/2018 |
| Raymond James Financial Services Advisors Inc. | New York | NY | 10/2012 | 11/2018 |
| Bolton Global Capital/Interaudi Bank | Bolton | MA | 11/2018 | 10/2021 |
| Ameraudi Asset Management Inc | New York | NY | 11/2018 | Present |
| Ameraudi Investment Services Llc | New York | NY | 06/2023 | Present |
Ameraudi Asset Management, Inc.; Investment Related: Yes; 19 E. 54th Street New York, NY 10022; Investment Advisor; Position: Investment Advisor Representative; Start: 11/2018; Hours: 30 hrs/week; Securites Trading Hours: 27hrs/week; Advise clients regarding investments; Ameraudi Investment Services LLC, Investment Related: Yes; 19 E. 54th Street New York, NY 10022; Broker-Dealer; Position: Chief Compliance Officer; Start: 06/2023; Hours: 10hrs/week; Securities Trading Hours: 5hrs/week; Supervision of Broker-Dealer Activites
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-20 |
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