Inactive

Edwin Andres Fermin

Efg Private Wealth Management (Americas) Corp.

CRD 6698795

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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

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-17

FL RA
APPROVED

Since 2026-08-17

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

Organization	City	State	From	To
Inca Investments Llc	Miami	FL	08/2016	03/2022
Tcwp, Llc	St. Petersburg	FL	03/2022	02/2023
Alvarium Investment Advisors	Miami	FL	03/2023	04/2024
Efg Private Wealth Management (Americas) Corp	Miami	FL	04/2024	Present

08/2016 → 03/2022

Inca Investments Llc

Miami, FL
03/2022 → 02/2023

Tcwp, Llc

St. Petersburg, FL
03/2023 → 04/2024

Alvarium Investment Advisors

Miami, FL
04/2024 → Present

Efg Private Wealth Management (Americas) Corp

Miami, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-07-22

S65 Uniform Investment Adviser Law Examination

2026-07-22

View on SEC IAPD

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