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Juan Castaneda

Advisor at OneSeven

Updated today

Location

Key Biscayne, FL 33149

Credentials

Series 63, Series 65, Series 66

Industry experience

11 years

About

Juan Castaneda is a financial advisor at OneSeven with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has prior experience at Bank of America, Merrill, JPMorgan Chase Bank, JPMorgan Securities, and Fieldpoint Private Securities. He is a member of the Greater Miami Tax Institute and serves as a board member of the University of Virginia Club of Miami. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios that include mutual funds, ETFs, stocks, bonds, and alternative investments, offering both discretionary and non-discretionary management.

Client services

Based on OneSeven

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OneSeven

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Financial consulting flat fees charged as negotiated; financial planning fees may be fixed fees.

Percentage

$0+: 0.05% to 2.00% annually $0+: Up to 0.50% for additional services such as financial planning or working with other professionals

Commissions

Certain individuals (IARs) may receive separate commission-based compensation for selling insurance or securities products. These commissions are separate from advisory fees.

Project-based

Financial planning and consulting services hourly fees range from $100 to $500 per hour.

Subscriptions

Financial planning consulting annual retainers billed quarterly or monthly in advance ranging from $100 to $25,000 per billing period.

Other

Fee-only: Financial planning fees charged hourly ($100 to $500 per hour), fixed fees, or annual retainers ($100 to $25,000 per billing period). Fees are negotiable.

Location

797 Crandon, Cab102

Key Biscayne, FL 33149

Most active in

Florida

Work history

One Seven

2025 - Present (1 year)

Bank Of America, N.a.

2022 - 2025 (3 years)

Merrill

2021 - 2025 (4 years)

JPMORGAN CHASE Bank NA

2018 - 2021 (3 years)

JPMorgan SECURITIES LLC

2018 - 2021 (3 years)

Fieldpoint Private Securities LLC

2016 - 2018 (2 years)

UnEmployed

2015 - 2016 (1 year)

Disclosures

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

Business activities & affiliations

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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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Lawrence W

CFP®, ChFC®, Series 63, Series 65

Miami Beach, FL

ECF Wealth, Inc.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Passive / index investing
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Thiago S

Series 65

Miami, FL

Maway LLC

Thiago Silva is a financial advisor at Maway LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Maway LLC since 2017, following a one-year tenure at Prodigy Network. Maway LLC provides ongoing portfolio management and prepares customized Investment Policy Statements to align client portfolios with their goals, time horizons, and risk tolerance. The firm serves individuals, high-net-worth clients, and business entities, employing a long-term investment approach that integrates cyclical, fundamental, modern portfolio theory, and technical analysis, with recommendations including ETFs, mutual funds, fixed income, real estate funds, precious-metal ETFs, venture capital, and private placements.

Real estate investing
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Veronica P

Series 66

Coral Gables, FL

My Investment Path

Veronica Parellada Eller is a financial advisor at My Investment Path in Coral Gables, FL, holding a Series 66 designation with two years of industry experience. Her background includes roles at Magistrelli Mortgages LLC, RainMaker Securities, and Northwestern Mutual Life Insurance Company. She is also the CEO of American Insurance Florida Agency, which offers life, health, disability, long-term care, and annuities contracts. My Investment Path provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of cyclical analysis, modern portfolio theory, and technical analysis, offering a diverse range of investment options including mutual funds, real estate funds, ETFs, and venture capital funds.

Annuities Real estate investing College savings (529s, UTMA, etc.)
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Ernesto M

Series 65

Coral Gables, FL

MULTUS Asset Management

Ernesto Moreno is a financial advisor at MULTUS Asset Management with 14 years of industry experience. He holds a Series 65 designation and has been involved with MULTUS LLC, First Capital & Supplies, and MULTUS Consulting since 2009-2010. He is also a stakeholder in MULTUS Consulting C.A., a financial and economics consulting firm based in Venezuela. MULTUS Asset Management provides discretionary investment advisory services to high-net-worth individuals and private companies, combining macroeconomic analysis with fundamental research across a diverse range of securities. The firm serves a meaningful non-U.S. client base and incorporates sovereign and emerging-market instruments in its investment approach.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Melissa V

Series 65

Miami Beach, FL

Allegiant Financial Advisors, LLC

Melissa Vander Voord is a financial advisor at Allegiant Financial Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Allegiant Financial Advisors since 2013. In addition to her advisory role, she serves as a bookkeeper for the Law Offices of Aaron Resnick, P.A. Allegiant Financial Advisors is an independent firm serving clients through personalized financial planning and investment management.

College savings (529s, UTMA, etc.)
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