AU
AU

Armando Alexis Urena

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$100K
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Location

One Alhambra Plaza, Suite1130, Coral Gables, FL, 33134

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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

Armando has 100% ownership of a rental property called Seawinds. He is also a board member for Autism Speaks, participating in fundraising activities for a minimal time each month.

Employment History
Current Registrations
Snowden Capital Advisors LLC
March 2021 - Present · 4 yrs 11 mos
Snowden Account Services LLCBroker
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2006 - March 2021 · 14 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
September 2006 - March 2021 · 14 yrs 6 mos
Lehman Brothers INC.
May 2004 - September 2006 · 2 yrs 4 mos
Lehman Brothers INC.Broker
October 2001 - September 2006 · 4 yrs 11 mos
State Registrations10 states
AZCADCFLGAIAMTNCNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Armando Alexis Urena - Financial Advisor | TrueAdvisor