Luis Alonso Corrales
Advisor at Corrales & Co. — Miami, 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 66
Experience Industry experience
16 years
Location
Miami, FL 33131
Corrales & Co.
Team
Luis Corrales is a financial advisor at Corrales & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Jared Bunch Consulting, First Financial Group, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisor role, he is managing partner of Cope Corrales, a financial services business, and serves as managing member of C4M Global Advisors LLC, which oversees operations and investments for a hedge fund. Corrales & Co. provides portfolio management and financial planning for individual and high-net-worth clients, utilizing a variety of investment methods and offering discretionary account management. The firm conducts due diligence on outside managers, works with third-party investment vehicles, and maintains ownership affiliations with other investment managers, employing internal controls to manage potential conflicts.
Based on Corrales & Co.
Based on Corrales & Co.
Financial planning fixed fees range from $99 to $10,000
$1 - $500,000: 1.75% $500,001 - $3,000,000: 1.30% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.75%
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Miami, FL
1200 Brickell Ave, Suite 220
Miami FL 33131
Advisors at this office
6
Florida
16 years of industry experience
Corrales & Company LLC
2024 - Present • 2 years
Miami, FL
Cope Corrales
2019 - Present • 7 years
Washington, DC
Jared Bunch Consulting, LLC
2011 - 2019 • 8 years
Washington, DC
First Financial Group
2011 - 2019 • 8 years
Bethedsa, MD
Park Avenue securities
2011 - 2019 • 8 years
Bethesda, MD
Guardian life Insurance Company
2011 - 2019 • 8 years
Bethesda, MD
Merrill
2010 - 2010 • 1 year
North Bethesda, MD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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