L

Latin Securities Inc

Updated today

Client assets under management

$34,907,309

Clients

23

52% high-net-worth

Advisors

7

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

3

Very Low

Average account size

$1,517,709

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 location

Latin Securities Inc

100 Se 2 Nd Street, Suite #3975

Miami FL 33131, United States

Number of offices

1

Most active in

Delaware · Florida · Wyoming

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Martin Z

Series 65

Miami, FL

Latin Securities Inc.

Martin Zavalia is a Series 65 licensed advisor with Latin Securities Inc. in Miami, FL, and has 17 years of industry experience. He has worked at Guggenheim Partners Latin America, Inc. since 2010. Zavalia is also 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, many of whom are located outside the United States. The firm is distinguished by its combination of broker-dealer affiliation, sponsorship of wrap fee programs, and a focus on primarily non-discretionary asset management.

user avatar

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.

user avatar

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.

user avatar

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.

user avatar

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 three years of industry experience. He has been with Latin Securities since 2022 following periods as a full-time student. Latin Securities Inc. provides portfolio management services primarily to individual and high-net-worth clients, with a significant portion of its clientele based outside the United States. The firm operates with a team of seven advisors and manages most assets on a non-discretionary basis, combining broker-dealer affiliation and wrap fee programs to serve a relatively small number of client relationships.

user avatar

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 has held positions at firms including Insigneo Securities LLC, Foreside Fund Services, LLC, and Maquina Capital. Outside of finance, Riavitz co-owns QUICK CRUNCH LLC, a frozen food online business, where he oversees sales and finance. Latin Securities Inc. provides portfolio management services primarily to individual and high-net-worth clients, with a notable international client base. The firm manages most assets on a non-discretionary basis and combines broker-dealer affiliations with wrap fee programs to serve a relatively small number of client relationships.

user avatar

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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