Best Investors Account Sign in
Inactive

Adriana Botero Bobulsky

Cv Advisors LLC

Aventura, FL

Claim This Profile
Current Employers
Cv Advisors Llc

19495 Biscayne Boulevard Suite Ph1, Aventura, FL 33180 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-26
  • FL RA
    APPROVED
    Since 2026-06-26

Branch Locations

19495 Biscayne Boulevard Suite Ph1, Aventura, FL 33180 • 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
Cv Advisors Llc Miami FL 07/2025 Present
Tacita Capital Inc Toronto 08/2011 11/2016
Unemployed Bradenton FL 12/2016 10/2017
James Erb Tampa FL 10/2017 06/2019
Northwestern Mutual Investment Services Llc Tampa FL 10/2017 06/2019
Northwestern Mutual Wealth Management Co Milwaukee WI 05/2018 06/2019
Charles Schwab And Co., Inc. St. Petersburg FL 06/2019 08/2019
Charles Schwab Bank St. Petersburg FL 06/2019 08/2019
Morgan Stanley Smith Barney Llc Aventura FL 09/2019 07/2025
  • 07/2025 → Present
    Cv Advisors Llc
    Miami, FL
  • 08/2011 → 11/2016
    Tacita Capital Inc
    Toronto
  • 12/2016 → 10/2017
    Unemployed
    Bradenton, FL
  • 10/2017 → 06/2019
    James Erb
    Tampa, FL
  • 10/2017 → 06/2019
    Northwestern Mutual Investment Services Llc
    Tampa, FL
  • 05/2018 → 06/2019
    Northwestern Mutual Wealth Management Co
    Milwaukee, WI
  • 06/2019 → 08/2019
    Charles Schwab And Co., Inc.
    St. Petersburg, FL
  • 06/2019 → 08/2019
    Charles Schwab Bank
    St. Petersburg, FL
  • 09/2019 → 07/2025
    Morgan Stanley Smith Barney Llc
    Aventura, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-06
S63 Uniform Securities Agent State Law Examination 2018-04-20
  • S66 Uniform Combined State Law Examination
    2019-11-06
  • S63 Uniform Securities Agent State Law Examination
    2018-04-20
Other Names
  • Adriana Botero
  • Adriana Botero Villamizar
  • Adriana Botero Bobulsky
  • Adriana Botero Bobulsky

View on SEC IAPD

Other Firms

MORGAN STANLEY
UNISON ASSET MANAGEMENT LLC
EPIPHANLY ADVISORY, LLC
CORAL WEALTH MANAGEMENT, LLC
PINNACLE INVESTMENTS, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
KAILIX ADVISORS LLC

Other Investors

Jason D Amato
JAMES R MANIS
DIEGO P MOSCOSO
KEVIN RICARDO SHURLAND
JOSE MIGUEL PENA
CARLOS EUGENIO LOWELL
GABRIEL CEBALLOS
MANUEL M. MENDEZ

Other Offices

MORGAN STANLEY · Aventura, FL
UNISON ASSET MANAGEMENT LLC · AVENTURA, FL
EPIPHANLY ADVISORY, LLC · AVENTURA, FL
CORAL WEALTH MANAGEMENT, LLC · MIAMI, FL
PINNACLE INVESTMENTS, LLC · MIAMI, FL
LPL FINANCIAL LLC · AVENTURA, FL
J.P. MORGAN SECURITIES LLC · AVENTURA, FL
KAILIX ADVISORS LLC · AVENTURA, FL

More in Aventura, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor