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Davivienda Advisors CRD 319755
$120M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1110 Brickell Avenue Suite 900B, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-14 |
Branch Locations
1110 Brickell Avenue Suite 900B, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amerant Investment Services | Coral Gables | FL | 09/2014 | 08/2021 |
| Intercam Securities, Inc. | Miami | FL | 08/2021 | 12/2021 |
| Fitzroy Investment Advisors | Miami | FL | 04/2022 | 12/2022 |
| Davivienda Advisors | Miami | FL | 01/2023 | Present |
| Unemployed | Miami | FL | 01/2022 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-16 |
| S66 | Uniform Combined State Law Examination | 2016-09-02 |
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