CA
CA

Cristina Alvarez

22 Years of Experience
Broker

Cristina Alvarez is a registered investment advisor at Bci Securities, INC., based in Miami, FL, with 22 years of industry experience. Cristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 430 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
430 clients
Average Client Portfolio
$686K average
Assets Under Management
$295.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1450 Brickell Avenue, Suite 2910, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cristina is an employee of City National Bank (CNB) as a registered representative, spending about 10-20% of her time in Coral Gables. She also owns an apartment rental, which is not investment-related.

Employment History
Current Registrations
Bci Securities, INC.
August 2021 - Present · 4 yrs 8 mos
Bci Securities, INC.Broker
April 2021 - Present · 5 yrs
Previous Registrations
Suntrust Advisory Services, INC.
August 2016 - November 2020 · 4 yrs 3 mos
Suntrust Investment Services, INC.
September 2010 - December 2016 · 6 yrs 3 mos
Suntrust Investment Services, INC.Broker
July 2010 - November 2020 · 10 yrs 4 mos
Young, Stovall & Company
January 2007 - November 2009 · 2 yrs 10 mos
Young, Stovall and CompanyBroker
January 2007 - November 2009 · 2 yrs 10 mos
Wachovia Securities, LLC
June 2004 - January 2007 · 2 yrs 7 mos
Wachovia Securities, LLCBroker
March 2004 - January 2007 · 2 yrs 10 mos
Standard New York Securities, INC.Broker
May 2001 - October 2002 · 1 yr 5 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Cristina Alvarez - Financial Advisor | TrueAdvisor