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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. 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.

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

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 a financial advisor with David Lurch LLC in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and with 17 years of industry experience. Prior to founding his own firm in 2024, he worked at UBS Financial Services Inc. for 11 years. He serves on the board of directors for the Miami Yacht Club, a nonprofit organization. David Lurch LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a blend of fundamental, quantitative, technical, and charting analyses within a modern portfolio theory framework, employing both long-term and active trading strategies across a variety of investment products.

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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Luciano D

Series 65, Series 66

Aventura, FL

Sardona Global Advisors LLC

Luciano Duque is a financial advisor at Sardona Global Advisors LLC in Aventura, FL, holding Series 65 and Series 66 licenses with four years of industry experience. His work history includes roles at Securitize Markets, Solomon Capital Management, SW Financial, and Morgan Stanley. Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds, and institutional clients, serving high-net-worth individuals, trusts, estates, and business entities. The firm employs a multi-asset, multi-manager approach with client-specific investment policy statements, focusing on due diligence and oversight of sub-advisers while managing portions of client assets directly.

Private / alternative investments Multi-state taxation Real estate investing
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Leon S

Series 65

Surfside, FL

Thames Asset Management, Inc

Leon Schenker is a financial advisor with Thames Asset Management, Inc., holding a Series 65 license and over 22 years of industry experience. He has been associated with Thames Asset Management since 1992 and also serves as president of the firm. In addition, Schenker is a Certified Public Accountant and has been active with SRG Advisors, LLC since 1984. Thames Asset Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, institutions, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach combines fundamental and technical analysis with asset classification and charting, utilizing a range of strategies including margin and options to tailor risk profiles and portfolio construction.

Options & derivatives strategies
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Melissa V

Series 65

Miami Beach, FL

Allegiant Financial Advisors, LLC

Melissa Vander Voord is a financial advisor at Allegiant Financial Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Allegiant Financial Advisors since 2013. In addition to her advisory role, she serves as a bookkeeper for the Law Offices of Aaron Resnick, P.A. Allegiant Financial Advisors is an independent firm serving clients through personalized financial planning and investment management.

College savings (529s, UTMA, etc.)
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