Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar

Carlos C

CFA®, Series 63

Miami, FL

Miura Investment Advisors, Inc.

Carlos Curi is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently an advisor at Miura Investment Advisors, Inc., having previously worked at CFS Advisors and Cima Sociedad Gerente de Fondos Comunes de Inversión SA. Outside of his advisory role, he has served as a director for several companies, including Mountain Range Asset Management and Bramley SA. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, providing non-discretionary investment advice, portfolio management, and asset allocation services. The firm’s process is client-directed and includes both long- and short-term strategies focused on income and principal preservation.

Active portfolio management Expats
user avatar

Marco M

Series 66

Miami, FL

Miura Investment Advisors, Inc.

Marco Malave is a financial advisor at Miura Investment Advisors, Inc. in Miami, FL, holding a Series 66 credential with four years of industry experience. His prior experience includes roles at Banesco USA, where he works as a business analyst focusing on Latin America accounts, and at BBR Capital. Miura Investment Advisors serves primarily offshore, non-U.S. individuals and corporate clients by providing non-discretionary investment advice, portfolio management, and manager-selection services. The firm employs client-directed strategies emphasizing income and principal preservation, with continuous account monitoring and formal quarterly reviews.

Active portfolio management Expats
user avatar

Vicente M

Series 66

Miami, FL

Miura Investment Advisors, Inc.

Vicente Marchelli Apolinar is a financial advisor at Miura Investment Advisors, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Miura Investment Advisors and Miura Capital, LLC since 2023, as well as MPG Consultores since 2018. Outside of his advisory role, he conducts financial analysis of corporate financial statements at MPG Consultores. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients by providing non-discretionary investment advice, portfolio management, and asset allocation and manager-selection services. The firm’s client-directed process involves continuous monitoring with formal quarterly reviews and a focus on income and principal preservation.

Active portfolio management Expats
user avatar

Ricardo H

Series 65, Series 66

Miami, FL

Miura Investment Advisors, Inc.

Ricardo Heredia is a financial advisor at Miura Investment Advisors, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Safra National Bank of New York and StateTrust Investments prior to joining Miura. He is involved with Heredia House Inc., a charitable organization. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, offering non-discretionary investment advice and portfolio management. The firm uses a client-directed approach that includes both long- and short-term strategies, with an emphasis on income and principal preservation.

Active portfolio management Expats
user avatar

Christian B

Series 66

Miami, FL

Miura Investment Advisors, Inc.

Christian Batalha is a financial advisor at Miura Investment Advisors, Inc. in Miami, FL, holding a Series 66 designation with 12 years of industry experience. He has worked at Miura Capital, LLC since 2020 and previously held roles at various Brickell Global entities from 2015 to 2020. Outside of his advisory role, he is involved in managing a residential real estate holding company in Florida. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, offering non-discretionary investment advice and portfolio management with a client-directed approach focused on income and principal preservation.

Active portfolio management Expats
user avatar

Hilario I

CFA®

Miami, FL

Miura Investment Advisors, Inc.

Hilario Itriago Guitian is a CFA® charterholder with five years of industry experience. He is currently with Miura Investment Advisors, Inc., having previously worked at Folionet Financial LLC and Vencred. His career includes roles focused on investment advisory and portfolio management. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients by providing non-discretionary investment advice, portfolio management, and manager-selection services. The firm employs a client-directed process utilizing both long- and short-term strategies, with regular monitoring and formal quarterly reviews.

Active portfolio management Expats
user avatar

Samuel D

Series 66

Miami, FL

Miura Investment Advisors, Inc.

Samuel De Vita is a financial advisor at Miura Investment Advisors, Inc. in Miami, FL, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Santander and Morgan Stanley (E-Trade), as well as a four-year period at Loyola University Chicago. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients by providing non-discretionary investment advice, portfolio management, and manager-selection services. The firm emphasizes client-directed strategies that incorporate both long- and short-term approaches with a focus on income and principal preservation, requiring client approval for all transactions.

Active portfolio management Expats
user avatar

Diego M

Series 66

Miami, FL

Miura Investment Advisors, Inc.

Diego Monteverde is a financial advisor at Miura Investment Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at Miura Capital, LLC, Multiplicas Casa de Bolsa, Venezolana de Proyectos Integrados VEPICA, and Opeconca. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, offering non-discretionary investment advice, portfolio management, and asset allocation services. The firm employs both long- and short-term strategies with a focus on income and principal preservation and requires client approval for all transactions.

Active portfolio management Expats
user avatar

Pablo S

Series 66

Miami, FL

Miura Investment Advisors, Inc.

Pablo Serra is a financial advisor at Miura Investment Advisors, Inc. He holds a Series 66 designation and has been active in the financial industry since 2019. His prior experience includes roles at EDM Wealth and Asset Management and Abante Asesores. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, offering non-discretionary investment advice, portfolio management, and manager-selection services. The firm uses a client-directed process that emphasizes both long- and short-term strategies with ongoing account monitoring and requires client approval for all transactions.

Active portfolio management Expats
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)