Overwhelmed by options?
Answer a few questions to see advisors matched to you.
4,200 advisors near
33186
within the area shown on the map
Out of 400,000+ nationwide
Nora C
Series 65
Coral Gables, FL
Portfolio Resources Advisor Group, Inc.
Nora Camejo is a Series 65-licensed financial advisor with Portfolio Resources Advisor Group, Inc., where she has worked since 2020. She has five years of industry experience and also owns and operates Design One Graphics, a freelance graphic design business established in 1993. Portfolio Resources Advisor Group provides discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms and model portfolios, managing client assets according to individualized Investment Policy Statements.
Hector V
Series 63, Series 66, Series 65
Miami, FL
Bulltick Wealth Management, LLC
Hector Villaescusa is a financial advisor at Bulltick Wealth Management, LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Blue Capital Advisors, LLC and Goldman, Sachs & Co. Outside of his advisory role, he is an investor in Convision 20/20, an eye clinic in Mexico, and serves as a board member for Partners Financials. Bulltick Wealth Management serves high-net-worth individuals, family offices, trusts, corporations, and private pooled investment vehicles. The firm employs a combined top-down macroeconomic and bottom-up fundamental and technical analysis approach, with a particular focus on U.S. real estate investments and management of affiliated private funds.
Vonnell M
Series 66
Coral Gables, FL
VIM Wealth Management, LLC
Vonnell Martinez is a financial advisor with VIM Wealth Management, LLC in Coral Gables, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Co. Outside of advisory work, Martinez is involved in athletic officiating as a referee for judo and Brazilian Jiu-Jitsu competitions and operates various business ventures including real estate sales and mortgage referral services. VIM Wealth Management provides investment advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a proprietary strategic asset-allocation methodology incorporating multiple analytical approaches to tailor diversified portfolios, which are monitored and rebalanced continuously on a discretionary basis.
Claude R
Series 65
Miami, FL
Uyana Partners LLC
Claude Ronc is a financial advisor at Uyana Partners LLC with a Series 65 credential and one year of industry experience. He has also worked at Insignium Wealth Management AG in Zurich since 2016 as a Relationship Manager. Uyana Partners serves individual and corporate clients, including high-net-worth and ultra-high-net-worth individuals, providing portfolio management, financial planning, and technology-driven model portfolio solutions. The firm combines fundamental and technical analysis to create diversified portfolios and offers consolidated reporting and legal document-management services.
Maria C
CFA®
Coral Gables, FL
Ceeto Capital Group, LLC
Maria Canida is a CFA® charterholder with 40 years of industry experience. She is a principal at Ceeto Capital Group, LLC and has previously worked at Cito Capital Group, LLC and Taplin Canida & Habacht. She serves on the Board of Directors of Kemper Corporation and is a member of the Investment Advisory Council for the Florida State Board of Administration. Ceeto Capital Group, LLC provides discretionary and non-discretionary portfolio management primarily for high-net-worth individuals, trusts, foundations, endowments, and pension funds. The firm employs multiple investment analysis methods and strategies, focusing on long-term and short-term approaches, with regular portfolio monitoring and individualized investment policy statements.
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 affiliated with Miura Investment Advisors, Inc. and Miura Capital, LLC. His prior work includes roles at Folionet Financial LLC, MWM Investments Ltd, Vencred, and Cerveceria Regional. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, offering non-discretionary investment advice, asset allocation, and asset management through agreements with mutual funds and third-party managers. The firm emphasizes income and principal preservation and uses both long- and short-term strategies while operating under a non-discretionary framework.
Eric C
Series 65
Miami, FL
L&S Investment Advisors, LLC
Eric Carrieri Taylor is a financial advisor at L&S Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brasil Plural Investment Advisor LLC and the University of Miami. L&S Investment Advisors serves individual and high-net-worth clients, as well as corporate entities, trusts, and institutions, managing discretionary portfolios with about $218.5 million in assets. The firm employs a mix of analytical methods and pursues a shorter-term trading style, often using strategies such as margin, options, and short sales.
Marco M
Series 66
Miami, FL
Brasil Plural Investment Advisor LLC
Marco Muricy is a financial advisor at Brasil Plural Investment Advisor LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including MM Intl Adv, Laidlaw Wealth Management, and Wells Fargo Clearing. Brasil Plural Investment Advisor, LLC is an SEC-registered firm managing approximately $201.6 million in assets for individuals, corporations, and institutions. The firm employs a research-driven investment approach that combines third-party macroeconomic research with in-house analysis, utilizing a range of asset classes including equities, fixed income, options, and alternatives.
Mauricio A
Series 65
Miami, FL
Xendia Wealth LLC
Mauricio Armando is a financial advisor at BCP Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has been involved with BCP Advisors, Blue Capital Partners, and Blue Global Realty Corp. since 2010 or earlier. Outside of advisory work, he is a managing member of Venetian Administration, LLC, overseeing maintenance and repairs for residential properties in Miami. BCP Advisors, operating as Vestiva, provides discretionary and non-discretionary investment management primarily through an automated digital platform. The firm serves individuals, trusts, estates, charitable organizations, corporations, and a foreign investment adviser, managing approximately $291.7 million in assets across nearly 3,900 accounts using algorithm-driven model portfolios based mainly on ETFs and UCITS.
Jose C
Series 65
Coral Gables, FL
Storge
Jose Corominas is a Series 65 licensed advisor with Storge Partners Economic Studies LLC, where he has worked since 2017. He has four years of industry experience and previously worked independently for one year. Outside of Storge, he serves as CEO of Sievert Partners, a private investment club, and is involved with a non-profit organization providing educational support. Storge Partners Economic Studies LLC offers fee-based investment advisory and portfolio supervision services primarily to high-net-worth individuals, families, and family investment vehicles. The firm employs a strategic asset allocation framework focused on mid- to long-term risk reduction and cost efficiency, delivering non-discretionary recommendations across a broad range of instruments.
Marco B
Series 66
Coral Gables, FL
VIM Wealth Management, LLC
Marco Berna is a financial advisor at VIM Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Cetera Investment Advisers. Outside of his advisory role, Berna serves on the boards of the Rotary Club, Casa Italia Miami, and a condominium association in Miami Beach, and he is involved in mortgage referral activities for VIM Capital Group in the U.S. and Europe. VIM Wealth Management provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a proprietary strategic asset-allocation approach and integrates multiple analytical methods to tailor and manage diversified portfolios on a discretionary basis.
Rosa R
Series 65
Miami, FL
Bigsur Partners, LLC
Rosa Rincon is a financial advisor at Bigsur Partners, LLC with five years of industry experience. She holds the Series 65 designation and has been affiliated with BigSur Wealth Management LLC since 2016. BigSur Partners is an independent, fee-based global multi-family office serving high net worth individuals, trusts, corporations, single family offices, and pooled unregistered investment vehicles. The firm offers portfolio management, consulting, consolidated reporting, and family-office services, utilizing a client-specific investment process supported by in-house and third-party research.
Andres S
Series 63, Series 65
Miami, FL
Andbanc Advisory LLC
Andres Sinclair is a financial advisor with Andbanc Advisory LLC in Miami, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Genesis Fund Management LLC since 2010 and Genesis Investment Advisors LLC since 2005. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm employs an open-architecture investment approach combining fundamental, technical, and macro analysis, customizing asset allocation across a range of investment vehicles.
Lorenzo P
Series 65
Miami, FL
L&S Investment Advisors, LLC
Lorenzo Pereira Weber is a financial advisor with L&S Investment Advisors, LLC in Miami, FL. He holds a Series 65 designation and has been in the industry for less than one year. Prior to joining L&S Investment Advisors, he worked at Brasil Plural Investment Advisor LLC and has experience in educational roles, including positions at the University of West Florida. L&S Investment Advisors serves individuals, corporate entities, trusts, and institutions, managing approximately $231 million across about 315 accounts. The firm employs a short-term trading style with a higher risk tolerance, utilizing a range of strategies including stocks, ETFs, options, margin transactions, and leveraged investments, and maintains a formal affiliation with Brasil Plural Investment Advisors.
Fernando T
Series 66
Miami, FL
MARIVA Global Asset Management, LLC
Fernando Toledano is a financial advisor at MARIVA Global Asset Management, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Banco de la Nación Argentina for 12 years. His background includes work with Mariva Capital Markets since 2020. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients. The firm combines fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation, diversification, and scenario-based risk management.
Homero D
Series 63, Series 66
Coral Gables, FL
Castleview Partners, LLC
Homero Diaz is a financial advisor at Castleview Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kovack Securities, HSBC, and Advisory Investor Services LLC. Outside of his advisory role, Diaz has engaged in food delivery services through platforms such as Instacart and Amazon Flex. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering both discretionary portfolio management and access to third-party money managers. The firm utilizes a combination of internally managed models, third-party strategies, and direct holdings tailored to client objectives, supported by its aiAlpha platform that also services other registered investment advisers.
Simon Z
Series 66, Series 65
Miami, FL
Vizcaya Capital, LLC
Simon Zaidman is a financial advisor at Vizcaya Capital, LLC with four years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Financial Partners Capital Management, Credit Suisse, and Morgan Stanley Smith Barney. Vizcaya Capital, LLC is an SEC-registered investment adviser serving high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm uses tailored strategies involving long- and short-term approaches, options, and structured products, and acts as adviser to multiple private pooled vehicles, with a notable non-U.S. client base.
Pedro A
Series 66
Miami, FL
Bull Market Investment Management, Inc.
Pedro Arduino is a financial advisor at Bull Market Investment Management, Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Citigroup and Citibank in various roles from 2016 to 2020. He is based in Miami, FL. Bull Market Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of strategies including equities, fixed income, options, and alternative investments.
Francisco G
Series 65
Miami, FL
MMBG Investment Advisors Co.
Francisco Garcia Lozano is a financial advisor at MMBG Investment Advisors Co. He holds a Series 65 designation and has been in the industry since 2016, with prior experience at Morales y Guerra Capital Asesores before joining MMBG in 2021. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and maintains notable international relationships that support its capacity for global investments.
Franco T
Series 66
Miami, FL
Precise Investment Management, Inc.
Franco Tucciarelli Herrera is a financial advisor at Precise Investment Management, Inc. in Miami, FL, with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Avanti Capital Group LLC, First Southern LLC, and Insight Securities Inc. Herrera coordinates fund distribution relationships with wholesalers in Latin America through his role at Global Distribution Partners LLC. Precise Investment Management provides discretionary portfolio management to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm offers managed accounts and sponsored wrap programs, relying on sub-advisory portfolio managers selected through country-specific research and annual due diligence.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
4,200 advisors near
33186
within the area shown on the map
Out of 400,000+ nationwide