Adriana Botero Bobulsky
Advisor at CV Advisors LLC — Aventura, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
7 years
Location
Aventura, FL 33180
CV Advisors LLC
Multi-team
Total advisors
4Clients per advisor
36 LowAvg AUM per client
$90,444,814 Very HighHNW client ratio
100% Very HighAdriana Botero Bobulsky is a financial advisor at CV Advisors LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Northwestern Mutual Wealth Management Co. CV Advisors LLC is an independent multi-family office serving high-net-worth clients, including families, trusts, and charitable organizations, typically with a $50 million investable-assets threshold. The firm uses a top-down asset allocation combined with bottom-up security selection and offers discretionary and non-discretionary portfolio management supported by proprietary technology and AI tools.
Based on CV Advisors LLC
Based on CV Advisors LLC
Determined on a case-by-case basis depending on services and asset size; examples include bookkeeping, administrative, concierge, and lifestyle consulting services.
$0 - $25 million: $25 million - $50 million: 0.70% $50 million - $75 million: 0.65% $75 million - $100 million: 0.60% $100 million - $125 million: 0.55% $125 million - $150 million: 0.50% $150 million - $175 million: 0.45% $175 million - $250 million: 0.40% $250 million+: 0.35%
Account minimum: $50 million
Aventura, FL
19495 Biscayne Blvd, Suite Ph 1
Aventura FL 33180
Advisors at this office
4
Florida
7 years of industry experience
CV Advisors LLC
2025 - Present • 1 year
Miami, FL
Morgan Stanley Smith Barney LLC
2019 - 2025 • 6 years
Aventura, FL
Charles Schwab Bank
2019 - 2019 • 1 year
St. Petersburg, FL
Charles Schwab and Co., Inc.
2019 - 2019 • 1 year
St. Petersburg, FL
Northwestern Mutual Wealth Management Co
2018 - 2019 • 1 year
Milwaukee, WI
James Erb
2017 - 2019 • 2 years
Tampa, FL
Northwestern Mutual Investment Services LLC
2017 - 2019 • 2 years
Tampa, FL
Unemployed
2016 - 2017 • 1 year
Bradenton, FL
Tacita Capital Inc
2011 - 2016 • 5 years
Toronto
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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