Inactive

Thiago Figueiredo

Evolution Wealth Advisors, LLC

CRD 6619226

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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

Authority	Category	Status	Date
FL	RA	APPROVED	2022-12-13
TX	RA	APPROVED	2022-11-30

FL RA
APPROVED

Since 2022-12-13
TX RA
APPROVED

Since 2022-11-30

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

Organization	City	State	From	To
Safra National Bank Of New York	Aventura	FL	02/2016	05/2022
Safra Securities Llc	Aventura	FL	02/2016	08/2022
Evolution Wealth Advisors, Llc	Aventura	FL	10/2022	Present

02/2016 → 05/2022

Safra National Bank Of New York

Aventura, FL
02/2016 → 08/2022

Safra Securities Llc

Aventura, FL
10/2022 → Present

Evolution Wealth Advisors, Llc

Aventura, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-11-30

S65 Uniform Investment Adviser Law Examination

2022-11-30

View on SEC IAPD

Nearby Firms

UNISON ASSET MANAGEMENT LLC

EPIPHANLY ADVISORY, LLC

Nearby Investors

DIEGO P MOSCOSO

Nearby Offices

MORGAN STANLEY · Aventura, FL

UNISON ASSET MANAGEMENT LLC · AVENTURA, FL

EPIPHANLY ADVISORY, LLC · AVENTURA, FL

More in Aventura, FL

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