Baylor Ann Lancaster-samuel

Amerant Investments, INC.

3 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Amerant Investments, INC.

Compensation

Fee-Only (AUM)

Firm Size

18 advisors

Number of Clients

705 clients

Average Client Portfolio

$976K average

Assets Under Management

$688.2M

Fee Structure

Minimum Investment:$200K

Financial Planning:Investment management only

Location

220 Alhambra Circle, 2nd Floor, 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.

Employment History

Current Registrations

Amerant Investments, INC.

November 2022 - Present · 3 yrs 3 mos

Amerant Investments, INC.Broker

July 2022 - Present · 3 yrs 7 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.