L

Latin Securities Inc

Updated today

Client AUM

$34,907,309

Clients

23

Advisors

7

of 7 employees

About

The firm provides portfolio management services to individual and high‑net‑worth clients and reports a notably international client base, with a significant share of relationships located outside the United States. It uses percentage‑of‑AUM fee arrangements common among teams and serves a relatively small number of client relationships compared with its seven‑advisor staff.

The firm reports that most assets are managed on a non‑discretionary basis, so clients retain final trading authority and advisers generally act with client approval; the firm also sponsors a wrap fee program and engages in broker‑dealer activity. Advisory personnel maintain both securities representative and investment adviser qualifications and the firm maintains a Code of Ethics and formal compliance oversight.

What distinguishes the firm from many peers is the uncommon combination of broker‑dealer affiliation, sponsorship of wrap programs, and primarily non‑discretionary AUM alongside affiliations with other investment advisers. Staff backgrounds include international banking and operations experience and overseas education, which aligns with the firm’s significant non‑U.S. client presence and its compact client roster.

Client services

Portfolio management Consulting services

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Main office

100 SE 2nd Street, Suite #3975

Miami FL 33131

Advisors at this office

7

Most active in

Delaware · Florida · Wyoming

Also doing business as

Kovack International Securities Inc · Kovack International Wealth Management, Inc. · Latin Securities Inc · Latin Securities Inc. · Latin Securities, Inc.

Disclosures

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Business activities & affiliations

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Advisors at this firm

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Martin Z

Series 65

Miami, FL

Latin Securities Inc.

Martin Zavalia is a financial advisor at Latin Securities Inc. with 18 years of industry experience. He holds a Series 65 credential and has worked at Guggenheim Partners Latin America, Inc. since 2010, following two years at Guggenheim Investment Advisors, LLC. Outside of his advisory role, he serves as president of Zavalia Consulting LLC, a non-financial consulting business. Latin Securities Inc. provides portfolio management services primarily to individual and high-net-worth clients, maintaining a significant international client base. The firm manages most assets on a non-discretionary basis and combines broker-dealer affiliation with wrap fee programs and investment adviser relationships.

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Sebastian R

CFA®, Series 66

Miami, FL

Latin Securities Inc.

Sebastian Ramirez is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with Latin Securities Inc., where he has worked since 2023. Prior to that, Ramirez held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Banco Santander International. Latin Securities Inc. provides portfolio management services primarily to individual and high-net-worth clients, with a significant portion of its clientele located outside the United States. The firm manages most assets on a non-discretionary basis and combines broker-dealer affiliations with wrap fee programs, serving a relatively small number of client relationships through its seven-advisor team.

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Paulina C

Series 66

Miami, FL

Latin Securities Inc.

Paulina Crosta Berrutti is a financial advisor at Latin Securities Inc. with six years of industry experience. She holds a Series 66 designation and has worked previously at Valuation Advisors and CitiBank. She is based in Miami, FL. Latin Securities Inc. provides portfolio management services primarily to individual and high-net-worth clients, many of whom are located outside the United States. The firm manages most assets on a non-discretionary basis and combines broker-dealer affiliation with wrap fee programs, serving a relatively small number of client relationships through a seven-advisor team.

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Patricia V

Series 66

Miami, FL

Latin Securities Inc.

Patricia Victorica Garcia is a financial advisor at Latin Securities Inc. with 27 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Wells Fargo Clearing. Latin Securities Inc. provides portfolio management services to individual and high-net-worth clients, serving a notably international client base with primarily non-discretionary assets under management. The firm combines broker-dealer affiliation and wrap fee program sponsorship, maintaining a small client roster supported by a seven-advisor team.

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Federico G

Series 63, Series 65

Miami, FL

Latin Securities Inc.

Federico Gutierrez is a financial advisor at Latin Securities Inc. in Miami, FL, holding Series 63 and Series 65 licenses with four years of industry experience. His career includes a full-time academic background prior to joining Latin Securities in 2022. Latin Securities Inc. is a team-based firm serving a limited number of individual and high-net-worth clients, many of whom are located outside the United States. The firm’s approach includes primarily non-discretionary portfolio management, broker-dealer activities, and sponsorship of wrap fee programs, supported by a team with international banking and overseas education experience.

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Damian R

CFA®, Series 63

Miami, FL

Latin Securities Inc.

Damian Riavitz is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Latin Securities Inc. He previously worked at firms including Insigneo Securities LLC, Foreside Fund Services LLC, and Maquina Capital. Outside of his financial advisory role, he is a 50% owner of QUICK CRUNCH LLC, a frozen food business he oversees part-time. Latin Securities Inc. provides portfolio management services primarily to individual and high-net-worth clients, including a significant international clientele. The firm operates mostly on a non-discretionary basis, allowing clients final trading authority, and combines broker-dealer affiliation with wrap fee programs.

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Jose Maria S

Series 65

Miami, FL

Latin Securities Inc.

Jose Maria Sanchez is a financial advisor at Latin Securities Inc. with a Series 65 designation and over nine years of experience, including a prior role at Southern Trust FCI SA. He joined Latin Securities in 2025 following a period of education. Latin Securities Inc. provides portfolio management services primarily to individual and high-net-worth clients, with a notable international client base. The firm employs a mainly non-discretionary approach, allowing clients to maintain final trading authority, and combines broker-dealer activities with advisory services.

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