MA
MA

Maria Arbelaez

21 Years of Experience
Broker

Maria Arbelaez is a registered investment advisor at Itau International Securities INC., based in Miami, FL, with 21 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 27 clients with $57M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
15 advisors
Number of Clients
27 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$56.6M

Fee Structure

Minimum Investment:$1M

Itaú International Securities Inc. offers investment management services, but the fees are not clearly defined in the brochure. The brochure mentions fees are negotiable and vary based on the type of advice, account size, investment strategy, and relationship with the client. The brochure also mentions a performance-based fee schedule, but this is for Family Office Services, not Investment Management Services.

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Location

200 S. Biscayne Blvd., Suite 2200, 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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Employment History
Current Registrations
Itau International Securities INC.
March 2018 - Present · 8 yrs 1 mo
Itau International Securities INC.Broker
May 2017 - Present · 8 yrs 11 mos
Itau International Securities INC.
May 2017 - Present · 8 yrs 11 mos
Previous Registrations
Bulltick Wealth Management, LLC
January 2016 - March 2017 · 1 yr 2 mos
Bulltick, LLCBroker
November 2015 - March 2017 · 1 yr 4 mos
Brickell Global Advisory, INC.
April 2014 - November 2015 · 1 yr 7 mos
Brickell Global Markets, INC.Broker
July 2010 - November 2015 · 5 yrs 4 mos
Stanford Group CompanyBroker
May 2003 - March 2009 · 5 yrs 10 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.
Maria Arbelaez - Financial Advisor | TrueAdvisor