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Michael Yaacov Marciano

Evolution Wealth Advisors, LLC

Aventura, FL

CRD 6293384

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-12-11
FL RA APPROVED 2018-05-10
  • TX RA
    APPROVED_RES
    Since 2023-12-11
  • FL RA
    APPROVED
    Since 2018-05-10

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
OrganizationCityStateFromTo
Financial Partners Capital Management Aventura FL 11/2013 03/2018
Evolution Wealth Advisors, Llc Also Known As Ewa Miami FL 04/2018 Present
  • 11/2013 → 03/2018
    Financial Partners Capital Management
    Aventura, FL
  • 04/2018 → Present
    Evolution Wealth Advisors, Llc Also Known As Ewa
    Miami, FL
Previous Registrations
  • 2014-06-11 → 2018-04-27
    Financial Partners Capital Management, Llc
    Aventura, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-06
  • S65 Uniform Investment Adviser Law Examination
    2014-06-06
Other Names
  • Marciano Michael Yaacov

View on SEC IAPD

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