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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 | 2025-12-11 |
Branch Locations
701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gsm Management | Miami | FL | 01/2018 | 06/2020 |
| Unemployed | Southwest Ranches | FL | 06/2020 | 08/2020 |
| Envios A Chile | Doral | FL | 08/2020 | 01/2021 |
| Reds Rentals Miami | Miami | FL | 02/2021 | 03/2022 |
| Tradestation Securities, Inc. | Plantation | FL | 03/2022 | 11/2023 |
| Miami Dade College | Miami | FL | 08/2015 | 05/2017 |
| Unemployed | Southwest Ranches | FL | 05/2017 | 08/2017 |
| Broward College | Broward | FL | 08/2017 | 12/2018 |
| Florida International University | Miami | FL | 01/2019 | 05/2022 |
| Graziano's Mercado Doral | Doral | FL | 10/2016 | 12/2016 |
| Tradestation Securities, Inc. | Plantation | FL | 11/2023 | 08/2024 |
| Santander Bank, Na | Boston | MA | 08/2024 | 11/2025 |
| Santander Securities, Llc | Boston | MA | 08/2024 | 11/2025 |
| Efg Capital International Corp | Miami | FL | 12/2025 | Present |
1. Restoration AR LLC, sole-owner of entity for water damage mitigation, restoration, and roof damages, non-investment related, start date 08/10/2022, Doral FL, 1 hour monthly, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-21 |
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