CA
CA

Cristina Teresa Alvarez

22 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
430 clients
Average Client Portfolio
$686K average
Assets Under Management
$295.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual 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 6 mos
Bci Securities, INC.Broker
April 2021 - Present · 4 yrs 10 mos
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
Exams
No exam information available for this advisor.