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Efg Private Wealth Management (Americas) Corp. CRD 158905
$2.30B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-11-19 |
Branch Locations
701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Efg Capital International | Miami | FL | 12/2008 | Present |
| Efg Capital International | Miami | FL | 12/2008 | Present |
RIAR (Registered Investment Advisor Representative) with affiliated company EFG Asset Management (Americas), providing investment advice and services to clients on a non-discretionary basis. Compensation through EFG Capital International Corp (salaried employment).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-29 |
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