Judy Batievsky

Employer firm

Activest Wealth Management, LLC CRD 156150

$1.46B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Periodicals / newsletters
• CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 01/2015 → 10/2022
  Morgan Stanley
  Aventura,, FL
• 01/2026 → Present
  Activest Wealth Management, Llc
  Miami, FL
• 10/2022 → 01/2026
  Sabbatical/Unemployed
  N/A, FL

Previous Registrations

• 2015-01-26 → 2022-10-05
  Morgan Stanley
  Aventura, FL
  Aventura, FL
  Aventura, FL
• 2010-02-08 → 2015-02-03
  Rbc Capital Markets, Llc
  Miami, FL

Other Businesses

FLORIDA DEPARTMENT OF REAL ESTATE COMMISSION-LICENCED FLORIDA REAL ESTATE BROKER

Exams

• S66 Uniform Combined State Law Examination
  2010-02-04

Other Names

• Judy Ray Batievsky
• Judy Ray Dabah