CU
CU

Cristina Rosibel Ulvert

15 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
438 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

701 Brickell Avenue, Suite 1310, 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 listed as a director of Ulvert Consulting Group Inc., a specialized management consulting firm, but does not work for the entity or receive compensation. Her father is the sole shareholder.

Employment History
Current Registrations
Efg Asset Management (americas) CORP.
December 2019 - Present · 6 yrs 2 mos
Efg Capital InternationalBroker
December 2009 - Present · 16 yrs 2 mos
Previous Registrations
Efg Capital International CORP.
April 2021 - July 2021 · 3 mos
Efg Capital Advisors INC.
July 2016 - February 2019 · 2 yrs 7 mos
Efg Capital Advisors LLC
April 2010 - November 2014 · 4 yrs 7 mos
State Registrations2 states
CAFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Cristina Rosibel Ulvert - Financial Advisor | TrueAdvisor