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Roberto Vainrub

Evolution Wealth Advisors, LLC

Aventura, FL

CRD 5962401

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Employer firm

Evolution Wealth Advisors, LLC CRD 285142

$1.96B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • OFFERS RESEARCH/ADVICE TO FOREIGN OFFSHORE FUNDS/CONSOLIDATION SVCS

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

Current Employers
Evolution Wealth Advisors, Llc

20900 Ne 30Th Avenue Suite 517, Aventura, FL 33180 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-09-15
TX RA APPROVED_RES 2017-09-08
  • FL RA
    APPROVED
    Since 2017-09-15
  • TX RA
    APPROVED_RES
    Since 2017-09-08

Branch Locations

20900 Ne 30Th Avenue Suite 517, Aventura, FL 33180 • 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
Financial Partners Capital Management, Llc Aventura FL 07/2011 Present
Evolution Wealth Advisors, Llc Also Known As Ewa Aventura FL 07/2017 Present
  • 07/2011 → Present
    Financial Partners Capital Management, Llc
    Aventura, FL
  • 07/2017 → Present
    Evolution Wealth Advisors, Llc Also Known As Ewa
    Aventura, FL
Previous Registrations
  • 2011-08-30 → 2018-04-27
    Financial Partners Capital Management, Llc
    Aventura, FL
Other Businesses

1. MERCANTIL GROUP (Non Investment-Related): Aprox hours/month: 12; Number of hours/month during trading hours: 12 Includes: a. Mercantil Servicios Financieros (Holding Company of financial services) and Mercantil, C.A. Banco Universal (Bank); Address: Caracas, Venezuela; External Director; Start May 2005 b. Mercantil Florida Bancorp Inc. (Bank); Address: Coral Gables, Fl; External Director; Start 2009 2. FARMATODO GROUP (Non Investment-Related): Aprox. hours/month 6; Number of hours/month during trading hours: 6 Includes: a. Farmatodo C.A. (Drugstore chain); Address: Caracas, Venezuela; Senior Board Advisor; Start June 2009 b. Farmatodo Colombia S.A. (Drugstore chain); Address: Bogota D.C., Colombia; Director; Start June 2009 c. Premier Pharma Holding S.L.U. (Holding company); Address: Madrid, Spain; Director; Start June 2009 3. Roberto Vainrub serves as Trustee for several Trusts for both family members and friends; Aprox. hours/month: 0; Number of hours/month during trading hours: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-20
  • S65 Uniform Investment Adviser Law Examination
    2011-06-20

View on SEC IAPD

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