Best Investors
Account
Sign in
Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-14 |
Branch Locations
1300 Concord Terrace 5Th Floor, Sunrise, FL 33323 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Wise Management Services Llc | Boca Raton | FL | 09/2016 | Present |
| American Wise Investments Llc | Boca Raton | FL | 03/2015 | 09/2016 |
| New York Life Insurance Co | Sunrise | FL | 07/2019 | Present |
| Nylife Securities Llc | Sunrise | FL | 11/2019 | Present |
| Eagle Strategies Llc | Sunrise | FL | 07/2023 | Present |
[American Wise Management Services, LLC, 150 E Palmetto Park Road, Suite 800 Boca Raton, FL 33432. non-investment, nature; It provides assistance to mainly Italian clients who have purchased residential real estate properties in South East Florida, start date; 09/2016, title; Co-Owner, 35 hrs. p/mth. devoted to this activity, 0 hrs. p/mth. conducted during securities trading hours, functions; Deal with inspections to our clients properties once every quarter, report on any issue and if needed, coordinate with any relevant contractor should a problem raise]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-31 |
Reach out to this advisor