Miami, FL 1200 Brickell Ave Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

10

Of 22,716 advisors across 10,430 offices

Location

1200 Brickell Ave Suite 500

Miami FL 33131

Advisors at this office

10

Advisors at this office

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Thomas K

Series 65

Miami, FL

LPL Financial

Thomas Krol is a Series 65-licensed financial advisor with LPL Financial, based in Miami, FL, and has two years of industry experience. Prior to joining LPL Financial, he worked at Brickell Analytics and Nomi Health, and he has a background that includes roles at The White House and involvement with political organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

College savings (529s, UTMA, etc.)
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Jordan E

Series 66

Miami, FL

LPL Financial

Jordan Ellerbe is a financial advisor with LPL Financial in Miami, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, The Bulfinch Group, and Liberty Mutual. Outside of advisory work, he is involved with LRB Wealth Strategies LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, featuring both discretionary and non-discretionary management supported by model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Michael C

Series 66

Miami, FL

LPL Financial

Michael Clevenger is a financial advisor with LPL Financial in Miami, FL. He holds a Series 66 designation and has experience working at LPL Financial, Benjamin F Edwards, Deloitte & Touche LLP, and Ernst and Young LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Eliana C

Series 63

Miami, FL

LPL Financial

Eliana Carrier is a financial advisor with LPL Financial based in Miami, FL. She holds a Series 63 designation and has two years of industry experience. Prior to joining LPL Financial, she worked at Northwestern Mutual for two years and has been involved with Carrier Wealth Management since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning services, and utilizes research and technology to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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John S

Series 63, Series 66

Miami, FL

LPL Financial

John Sarlat is a financial advisor at LPL Financial in Miami, FL, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Gustavo C

Series 63, Series 65

Miami, FL

LPL Financial

Gustavo Caballero Jr. is a financial advisor with LPL Financial in Miami, FL, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with LPL Financial since 2013 and previously worked at Space Coast Credit Union for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Blake C

CFP®, ChFC®, Series 65, Series 63

Miami, FL

LPL Financial

Blake Calligaro is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Northwestern Mutual in various capacities for over a decade. In addition to his advisory role, he is an insurance agent affiliated with MassMutual. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Juan Pablo B

Series 66

Miami, FL

LPL Financial

Juan Pablo Bejarano is a Series 66 credentialed financial advisor with 12 years of industry experience, currently serving clients at LPL Financial in Miami, FL. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Wilber A

Series 63, Series 66

Miami, FL

LPL Financial

Wilber Aguirre is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Bank of America, Merrill, and Wells Fargo in various advisory roles. Aguirre is also involved with Aguirre Wealth Management LLC, an entity related to tax and investment purposes. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management with access to diverse model portfolios and research.

College savings (529s, UTMA, etc.)
user avatar

Kaylee M

Series 66

Miami, FL

LPL Financial

Kaylee Makel is a financial advisor with LPL Financial in Miami, FL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at BlackRock, EARNEST Partners, Invesco, Morgan Stanley, and American Express. Outside of her advisory duties, she is involved with Productions+ and has a teaching role at the University of Miami. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, and provides both discretionary and non-discretionary management across its offerings.

College savings (529s, UTMA, etc.)
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