Steven Edwin Espinosa

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:

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

Current Employers

Employment History

• 07/2022 → 05/2023
  Truist Investment Services, Inc.
  Miami, FL
• 11/2020 → 07/2022
  Truist Bank
  Miami, FL
• 10/2017 → 10/2018
  Truist Bank
  Miami, FL
• 10/2018 → 11/2020
  Truist Bank
  Miami, FL
• 06/2017 → 10/2017
  Kiwanis Club Of Little Havana
  Miami, FL
• 08/2017 → 10/2017
  Sunshine Communications Services
  Miami, FL
• 10/2016 → 06/2017
  Leaderhip Learning Center
  Miami, FL
• 05/2023 → 03/2025
  Truist Investment Services, Inc
  Coral Gables, FL
• 03/2025 → Present
  Efg Capital International Corp
  Miami, FL

Previous Registrations

• 2023-03-29 → 2025-03-17
  Truist Advisory Services, Inc.
  Coral Gables, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-03-03