Oliviana Catrone

Amerant Investments, INC.

15 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.

October 2024 - Present · 1 yr 4 mos

Amerant Investments, INC.Broker

September 2024 - Present · 1 yr 5 mos

Previous Registrations

J.P. Morgan Securities LLC

January 2023 - September 2024 · 1 yr 8 mos

J.P. Morgan Securities LLCBroker

September 2022 - September 2024 · 2 yrs

LPL Financial LLCBroker

April 2016 - August 2022 · 6 yrs 4 mos

Suntrust Investment Services, INC.Broker

October 2013 - March 2016 · 2 yrs 5 mos

Key Investment Services LLCBroker

October 2010 - February 2013 · 2 yrs 4 mos

Chase Investment Services CORP.Broker

November 2009 - November 2010 · 1 yr

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.