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Downtown Wealth Studios, LLC CRD 325213
$563M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
218 Northwest 24Th St., Miami, FL 33127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-11 |
| FL | RA | APPROVED | 2026-02-11 |
| NY | RA | APPROVED | 2023-06-22 |
| MA | RA | APPROVED | 2023-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 11/2008 | 03/2023 |
| Bank Of America, N.A. | Boston | MA | 06/2011 | 03/2023 |
| Downtown Wealth Studios, Llc | Miami | FL | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-19 |
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