A complete list of active advisors currently associated with Latin Securities Inc

Warmer can help you find a great advisor at Latin Securities Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Latin Securities Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.