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Oren Albert Arazi

Advisor at Pinetree Advisors Corp. — Miami, FL

Updated today

Credentials

Series 66, Series 65

Experience

13 years

Location

Miami, FL 33180

Pinetree Advisors Corp. logo

Pinetree Advisors Corp.

Supported

Total advisors

2

Clients per advisor

16 Very Low

Avg AUM per client

$3,650,000 Very High

HNW client ratio

100% Very High

About

Oren Arazi is a financial advisor at Pinetree Advisors Corp. in Miami, FL, with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Pinetree Advisors in various capacities since 2014, as well as at Focus Investment Advisor, LLC and Valley Financial Management, Inc. Arazi is also a licensed independent insurance agent offering life insurance and annuities when suitable for clients’ needs. Pinetree Advisors Corp. provides discretionary portfolio management and financial consulting primarily to individuals and high-net-worth clients, utilizing fundamental analysis and long-term purchase strategies. The firm manages approximately $120 million and is notable for advising the Pinetree Alternative Credit Fund, a private pooled vehicle organized offshore.

Client services

Based on Pinetree Advisors Corp.

Portfolio management Selection of other advisers Adviser to a pooled investment vehicle

Expertise

Based on Pinetree Advisors Corp.

Private / alternative investments Business ownership considerations

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Fee options

Fixed

Annual flat fee of $500 for financial consulting referrals; flat fees for small accounts may be negotiated.

Percentage

$0 - $66,666: Above $66,666+: 0.30% to 2.0% annually (negotiable based on assets and services)

Commissions

Licensed insurance agents earn commissions in addition to advisory fees; insurance commissions are separate and vary per sale.

Performance-based

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.

Other

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.

Location

Miami, FL

2420 NE Miami Gardens Drive, Suite 203

Miami FL 33180

Advisors at this office

2

Most active in

Florida

Work history

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

Valley FInancial Management, Inc.

2009 - 2009 • 1 year

Aventura, FL

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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David K

Series 63, Series 65

Miami Beach, FL

Manna Wealth Management

David Kassir is the sole advisor at Manna Wealth Management in Miami Beach, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and Wells Fargo Advisors. Outside of advisory work, he is involved in a real estate holding company, PALM TREE PROPERTIES DBA ST. BARTS PROPERTIES, LLC. Manna Wealth Management is an independent, fee-based advisory firm serving individuals, high-net-worth clients, and corporate entities. The firm employs a blend of analytical techniques and both active and passive long-term strategies, focusing on a diverse client base including corporate and business clients, and manages accounts separately with a single lead advisor.

Active portfolio management
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D C

Miami Beach, FL

Cambridge Investment Research Advisors

D Carlson is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He has held roles at Cambridge Investment Research Advisors since 2025 and concurrently owns Financial Independence Wealth Management, LLC, which he has operated since 2017. Carlson also manages an aerial photography business in Miami Beach. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Series 65

Miami, FL

Kotini Capital Advisors LLC

Paavan Kotini is the sole advisor at Kotini Capital Advisors LLC in Miami, FL. He holds a Series 65 designation and has professional experience spanning roles at Kotini & Kotini LLC since 2011, CarMax from 2015 to 2020, and S.W.A.N. Insurance Group LLC starting in 2024. Kotini Capital Advisors is an independent, state-registered investment adviser offering tailored asset management and fee-based financial planning to individuals, high-net-worth clients, trusts, estates, foundations, endowments, and small businesses. The firm follows an institutional endowment model emphasizing broad diversification, equity orientation, and access to alternative investments, utilizing a combination of ETFs, mutual funds, third-party managers, and private investment vehicles.

Private / alternative investments Options & derivatives strategies
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Lawrence W

CFP®, ChFC®, Series 63, Series 65

Miami Beach, FL

ECF Wealth, Inc.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Passive / index investing
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David A. L

Series 63, Series 65

Ft. Lauderdale, FL

David Lurch LLC

David A. Lurch is the principal of David Lurch LLC, an independent advisory firm based in Ft. Lauderdale, FL. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including prior roles at UBS Financial Services, Merrill, and Morgan Stanley. He serves on the board of directors for the Miami Yacht Club. David Lurch LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes documented client profiles and a blend of analytical techniques in its investment process, offering discretionary portfolio management and comprehensive financial planning tailored to client goals, tax considerations, and risk tolerance.

Options & derivatives strategies Private / alternative investments Annuities Wealth management
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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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