Marina Arias
Advisor at Holistic Asset Management, LLC — 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
1 year
Location
Miami, FL 33131
Holistic Asset Management, LLC
Team
Total advisors
5Clients per advisor
1 Very LowAvg AUM per client
$370,491 Very LowHNW client ratio
0% Very LowMarina Arias is a financial advisor at Holistic Asset Management, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked at ARG Securities and Crisil Global Research. Prior to her advisory roles, she was associated with Universidad Catolica de Argentina for three years. Holistic Asset Management, LLC is a supported firm with a team of four advisors.
Miami, FL
800 Brickell Ave, Suite 502
Miami FL 33131
Advisors at this office
5
Florida
1 year of industry experience
Holistic Asset Management, LLC
2026 - Present • 1 year
Miami, FL
Holistic Brokerage LLC
2025 - Present • 1 year
Miami, FL
Universidad Catolica de Argentina
2022 - 2025 • 3 years
Buenos Aires
Holistic Brokerage Inc
2017 - Present • 9 years
Ciudad De Panamá
ARG Securities
2017 - 2024 • 7 years
Buenos Aires
Crisil Global Research
2015 - 2017 • 2 years
Buenos Aires
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Is active or affiliated with:
Broker-dealer / trader
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Fund sponsor
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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