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Roberto Alvarez

Finaccess Advisors LLC

Miami, FL

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Current Employers
Finaccess Advisors Llc

1111 Brickell Avenue Suite 2600, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-26
  • FL RA
    APPROVED
    Since 2025-11-26

Branch Locations

1111 Brickell Avenue Suite 2600, 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
Finaccess Advisors, Llc Miami FL 06/2013 Present
Previous Registrations
Other Businesses

Mr. Alvarez is involved with Cypres Partners LLC; investment-related activity; Address: 3001 SW 27th Avenue. Apt 306. Miami, FL 33133; Nature of Business: to manage personal assets; Position/Title: 50% Partner and Portfolio Manager; Start Date: LLC approved on 12/2020; Hours/Month devoted to OBA: 6-8 hours (after business hours); Hours devoted to OBA during securities trading hours: 1-2/month; Duties: serve as portfolio manager (particularly trade executions)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-27
S65 Uniform Investment Adviser Law Examination 2007-12-10
  • S66 Uniform Combined State Law Examination
    2012-07-27
  • S65 Uniform Investment Adviser Law Examination
    2007-12-10
Designations

View on SEC IAPD

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