Nuviana Acosta

Advisor at J.P. Morgan Securities

Updated today

Location

Miami, FL 33196

Credentials

Series 66

Industry experience

2 years

About

Nuviana Acosta is a Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding athletes, business owners, and families to find purpose in managing their wealth. She focuses on areas including family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and women and wealth.

Acosta holds an Associate's Degree from Hillsborough Community College and carries multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Fluent in English and Spanish, she offers comprehensive financial advice ranging from investing and retirement planning to small business solutions, collaborating closely with clients to create personalized plans based on their goals and aspirations.

In addition to her professional work, Acosta supports organizations such as the American Cancer Society, St. Jude, and Susan G. Komen. Outside of her financial advisory role, she enjoys camping, music, skydiving, spending time with her family, and watching movies.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Business ownership considerations Business exit / sale strategy General retirement planning General estate planning guidance

Occupation focus

Founder/Business Owner Professional Athlete

Demographic focus

Women Professionals

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

16207 Sw 88 Th Street

Miami, FL 33196

Most active in

Florida · Texas

Work history

JPMorgan Chase BAnk, N.A.

2026 - Present (1 year)

J.P. Morgan Securities

2026 - Present (1 year)

Bank of America

2018 - 2026 (8 years)

Merrill

2018 - 2026 (8 years)

Unemployed

2018 - 2018 (1 year)

T-Mobile

2015 - 2017 (2 years)

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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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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Ivan M

CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66

Miami, FL

Mendoza Private Wealth

Ivan Mendoza is a financial advisor at Mendoza Private Wealth in Miami, FL, with 26 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked previously at Wells Fargo Advisors Financial Network and Bernstein Global Wealth Management. Mendoza Private Wealth is an independent registered investment adviser managing approximately $101 million in client assets across individual and institutional clients. The firm provides discretionary, tactical portfolio management and financial planning services, including specialized fiduciary services for retirement plans.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Founder/Business Owner Retired
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David U

Series 65

Palmetto Bay, FL

Unda Financial and Consulting LLC

David Unda is a financial advisor at Unda Financial and Consulting LLC in Palmetto Bay, FL, with four years of industry experience. He holds a Series 65 designation and has been a real estate sales associate with Miami Partners Realty Group LLC since 2011, dedicating part of his time to residential property sales. Unda Financial and Consulting provides financial planning, investment management, and wealth management services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm uses an asset-allocation driven investment approach, incorporating a defined process with goal setting, investment selection, implementation, and ongoing monitoring, and it serves both individual and institutional-type clients.

Real estate investing Wealth management
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