Oren Albert Arazi
Advisor at Pinetree 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 66, Series 65
Experience Industry experience
13 years
Location
Miami, FL 33180
Pinetree Advisors Corp.
Supported
Total advisors
2Clients per advisor
16 Very LowAvg AUM per client
$3,650,000 Very HighHNW client ratio
100% Very HighOren Arazi is a financial advisor at Pinetree Advisors Corp. with 13 years of industry experience. He holds the Series 66 and Series 65 credentials and has been with Pinetree Advisors since 2014. Outside of his advisory role, he is a licensed independent insurance agent and is involved with a sports counseling business owned by his wife. Pinetree Advisors Corp. provides discretionary portfolio management and financial consulting primarily to individuals and high-net-worth clients, managing a range of investments with an emphasis on fundamental analysis and long-term strategies. The firm is also notable for advising the Pinetree Alternative Credit Fund, a private pooled vehicle organized offshore.
Based on Pinetree Advisors Corp.
Based on Pinetree Advisors Corp.
Annual flat fee of $500 for financial consulting referrals; flat fees for small accounts may be negotiated.
$0 - $66,666: Above $66,666+: 0.30% to 2.0% annually (negotiable based on assets and services)
Licensed insurance agents earn commissions in addition to advisory fees; insurance commissions are separate and vary per sale.
Performance-based fees charged to qualified clients with at least $1,100,000 managed or net worth >$2,200,000; fixed fee up to 1.00% annually plus up to 20% of returns exceeding benchmark.
Minimum fee: Minimum quarterly fee of $500 (or $2,000 annually) for certain small accounts; minimum fee may be reduced for accounts valued at or below $66,666.
Miami, FL
2420 NE Miami Gardens Drive, Suite 203
Miami FL 33180
Advisors at this office
2
Florida
13 years of industry experience
Pinetree Advisors Corp
2018 - Present • 8 years
Miami, FL
Pinetree Advisors Corp
2014 - Present • 12 years
Miami, FL
Focus Investment Advisor, Llc
2013 - 2019 • 6 years
Miami, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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