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Employer firm

Efg Private Wealth Management (Americas) Corp. CRD 158905

$2.30B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Efg Private Wealth Management (Americas) Corp.

701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-17
  • FL RA
    APPROVED
    Since 2025-06-17

Branch Locations

701 Brickell Avenue Suite 1310, Miami, FL 33131 • 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
Guess Retail Stores Miami FL 11/2017 06/2018
Pdq Restaurant Miami FL 07/2018 02/2022
Efg Capital International Corp Miami FL 02/2022 07/2023
Efg Capital International Corp Miami FL 07/2023 Present
Student-Miami Dade Community College And Fiu-Finance Miami FL 06/2013 11/2017
  • 11/2017 → 06/2018
    Guess Retail Stores
    Miami, FL
  • 07/2018 → 02/2022
    Pdq Restaurant
    Miami, FL
  • 02/2022 → 07/2023
    Efg Capital International Corp
    Miami, FL
  • 07/2023 → Present
    Efg Capital International Corp
    Miami, FL
  • 06/2013 → 11/2017
    Student-Miami Dade Community College And Fiu-Finance
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-30
  • S66 Uniform Combined State Law Examination
    2025-04-30

View on SEC IAPD

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