Martin Braverman
Advisor at Veltria Advisors Corp. — 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 65
Experience Industry experience
< 1 year
Location
Miami, FL 33131
Veltria Advisors Corp.
Supported
Total advisors
3Clients per advisor
6 Very LowAvg AUM per client
$6,656,273 Very HighHNW client ratio
59% Very HighMartin Braverman is a financial advisor at Veltria Advisors Corp. with a Series 65 credential and one year of industry experience. His prior roles include positions at Bramshill Investments LLC and JPMorgan Chase & Co., as well as experience outside finance with Royal Palm Polo and teaching roles at New York University and American Heritage Schools. Veltria Advisors Corp. provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals. The firm employs fundamental analysis and modern portfolio theory, managing discretionary assets with a focus on mutual funds, ETFs, and a variety of other investment instruments, including non-U.S. securities and alternative investments.
Based on Veltria Advisors Corp.
Based on Veltria Advisors Corp.
Minimum fee: Typically between $36,000 and $48,000 per year, up to 1% of assets under management, negotiated case-by-case Fee-only: Fixed financial planning and consulting fees typically between $36,000 and $48,000 per year, negotiated case-by-case
Miami, FL
801 Brickell Ave, Suite 2320
Miami FL 33131
Advisors at this office
3
Florida
< 1 year of industry experience
Veltria Advisors Corp.
2025 - Present • 1 year
Miami, FL
Bramshill Investments LLC
2024 - 2024 • 1 year
Newport Beach, CA
JPMorgan Chase & Co.
2023 - 2023 • 1 year
New York, NY
Royal Palm Polo
2022 - 2024 • 2 years
Boca Raton, FL
New York University
2021 - 2025 • 4 years
New York, NY
American Heritage Schools
2017 - 2021 • 4 years
Palm Beach, FL
Loggers Run Community Middle School
2014 - 2017 • 3 years
Boca Raton, FL
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