Shmuel Isaac Maya

Employer firm

Aventura Private Wealth, LLC CRD 332630

$375M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 10/2023
  J.P. Morgan Securities Llc
  Aventura, FL
• 01/2016 → 10/2023
  Jp Morgan Chase Bank N.A.
  Aventura, FL
• 10/2023 → 08/2024
  Insigneo Securities Llc
  Miami, FL
• 10/2023 → 08/2024
  Insigneo Advisory Services Llc
  Miami, FL
• 08/2024 → Present
  Aventura Private Wealth, Llc
  Aventura, FL
• 11/2024 → Present
  Aventura Private Insurance, Llc
  Aventura, FL

Previous Registrations

• 2023-10-23 → 2024-09-04
  Insigneo Advisory Services, Llc
  Miami, FL
  Aventura, FL
  Miami, FL
• 2014-05-01 → 2023-10-14
  J.P. Morgan Securities Llc
  Aventura, FL
  North Miami Beach, FL
  North Miami, FL
  Miami Beach, FL
  Miami Beach, FL
  Miami Beach, FL
  Miami Beach, FL
  Aventura, FL
  Miami Beach, FL
  Aventura, FL

Other Businesses

1. 11/2024 to Present: Aventura Private Insurance, LLC - Aventura, FL; Owner/Insurance Products Salesperson; Insurance products sales; about 20 hours dedicated per month and all during securities trading hours

Exams

• S66 Uniform Combined State Law Examination
  2014-04-30

Other Names

• Sam Maya
• Shmuel Isaac Maya
• Shemuel I Maya
• Shmuel Isaac Maya
• Shemuel Isaac Maya
• Shmuel Maya