David R Hyman

Advisor at Edward Jones — Coral Gables, FL 255 Alhambra Circle

Updated today

Credentials

Series 63, Series 65

Experience

26 years

Location

Coral Gables, FL 33134

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,124 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

David Hyman is a financial advisor with Edward Jones in Coral Gables, FL, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked for Morgan Stanley Smith Barney LLC for 10 years before joining Edward Jones in 2025. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies along with affiliated mutual funds and securities-based lending. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Coral Gables, FL 255 Alhambra Circle

255 Alhambra Circle Suite 120

Coral Gables FL 33134

Advisors at this office

5

Most active in

Florida

Work history

26 years of industry experience

Edward Jones

2025 - Present • 1 year

St Louis, MO

unemployed

2024 - 2025 • 1 year

Miami Beach, FL

MORGAN STANLEY SMITH BARNEY llc

2014 - 2024 • 10 years

Aventura, FL

Wells Fargo Clearing

2003 - 2014 • 11 years

Aventura, FL

Prudential Equity Group, LLC

1999 - 2003 • 4 years

Aventura, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

David K

Series 63, Series 65, AAMS®, CMFC®, Series 7, Series 24

Miami Beach, FL

Manna Wealth Management

David Kassir, Managing Director of Manna Wealth Management, brings 30 years of experience as a Fiduciary Wealth Advisor. Celebrating 64 years in business, Manna helps individuals and families align investments, retirement planning, and legacy goals with the lives they want to build. Serving clients nationwide from Washington, DC; Arlington and McLean, Virginia; Miami Beach and Miami, Florida; and Malibu, California. Six locations. One commitment: putting your interests at the heart of your plan.

General tax planning General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Self-Employed Military & Veterans Real Estate Professional Government Employee Executive Mid-Career Professionals Young Professionals HENRY (High Earners, Not Rich Yet) Career Changers Approaching retirement

Daniel M

CFP®, Series 65

Coral Gables, FL

Blackpoint Capital Partners

Daniel Mesa is a Co-Founder & Partner at BlackPoint Capital Partners, where he leads clients through comprehensive financial planning, investment management, and retirement strategy development. He works with individuals and businesses around the world, offering tailored solutions to meet both domestic and international financial goals. Daniel specializes in Cross-Border Financial Planning, helping clients manage the complexities of investing and building wealth across multiple countries. His guidance ensures clients remain financially secure and strategically positioned, wherever life takes them. As a CERTIFIED FINANCIAL PLANNER® professional, Daniel acts as a fiduciary and adheres to the profession’s highest ethical standards. His deep knowledge of global financial systems makes him a trusted advisor for international investors, expatriates, and global enterprises. Daniel earned his Bachelor of Arts in Chinese and Government from Hamilton College and holds a Certificate in Financial Planning from NYU. Known for his client-first approach, he is committed to helping clients build lasting financial security and independence. BlackPoint Capital Partners LLC, through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833.

Wealth management General retirement planning Gifting strategies Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Scientific Professional Oil & Gas Biotech Professional Expats Approaching retirement Established Professionals
user avatar

D C

Miami Beach, FL

Cambridge Investment Research Advisors

D Carlson is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He has held roles at Cambridge Investment Research Advisors since 2025 and concurrently owns Financial Independence Wealth Management, LLC, which he has operated since 2017. Carlson also manages an aerial photography business in Miami Beach. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Paavan K

Series 65

Miami, FL

Kotini Capital Advisors LLC

Paavan Kotini is the sole advisor at Kotini Capital Advisors LLC in Miami, FL. He holds a Series 65 designation and has professional experience spanning roles at Kotini & Kotini LLC since 2011, CarMax from 2015 to 2020, and S.W.A.N. Insurance Group LLC starting in 2024. Kotini Capital Advisors is an independent, state-registered investment adviser offering tailored asset management and fee-based financial planning to individuals, high-net-worth clients, trusts, estates, foundations, endowments, and small businesses. The firm follows an institutional endowment model emphasizing broad diversification, equity orientation, and access to alternative investments, utilizing a combination of ETFs, mutual funds, third-party managers, and private investment vehicles.

Private / alternative investments Options & derivatives strategies
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Steven E

Coral Gables, FL

Eber Capital Management

Steven Eber is the sole advisor at Eber Capital Management in Coral Gables, FL, with 21 years of industry experience and over 45 years at his firm. He has focused on independent, fee-based advisory services throughout his career. Eber Capital Management provides discretionary portfolio management primarily for individuals, IRAs, trusts, family estate-planning accounts, and pension and profit-sharing plans. The firm emphasizes a buy-and-hold equity strategy centered on larger companies with strong financials and multi-year growth prospects, managing client accounts with full discretion subject to client-directed restrictions.

Active portfolio management
user avatar

Michael L

Series 63, Series 65

Coral Gables, FL

Ladin Financial Group, Inc.

Michael Ladin is the principal of Ladin Financial Group, Inc., an independent advisory firm based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory work, he owns and operates Ladin Consulting Group, Inc., which involves insurance sales, and American Outback Expeditions, a vacation rental business. Ladin Financial Group provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a modern portfolio theory approach with globally diversified portfolios and often delegates security selection and trading to outside managers while retaining oversight and model selection responsibilities.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.)
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