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Diego Alfonso Abreu

Amerant Investments, Inc.

Coral Gables, FL

CRD 7774630

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Employer firm

Amerant Investments, Inc. CRD 117284

$782M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Amerant Investments, Inc.

220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-05
  • FL RA
    APPROVED
    Since 2025-08-05

Branch Locations

220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • 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
Amerant Investments, Inc. Coral Gables FL 01/2023 Present
Amerant Investments, Inc. Coral Gables FL 08/2022 12/2022
Td Bank Miami FL 03/2020 07/2022
Florida International University Miami FL 06/2014 04/2019
Unemployed Miami FL 05/2019 02/2020
  • 01/2023 → Present
    Amerant Investments, Inc.
    Coral Gables, FL
  • 08/2022 → 12/2022
    Amerant Investments, Inc.
    Coral Gables, FL
  • 03/2020 → 07/2022
    Td Bank
    Miami, FL
  • 06/2014 → 04/2019
    Florida International University
    Miami, FL
  • 05/2019 → 02/2020
    Unemployed
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-04
  • S66 Uniform Combined State Law Examination
    2025-08-04

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

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