FL
FL

Fabio Yassert Pineda Lopez

9 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
430 clients
Average Client Portfolio
$686K average
Assets Under Management
$295.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1450 Brickell Ave. Floor 2800, 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

Fabio works as a Client Associate for BCI Miami, a firm under common control as Bci Securities. This takes about 10-20% of his time.

Employment History
Current Registrations
Bci Securities, INC.
June 2023 - Present · 2 yrs 8 mos
Bci Securities, INC.
June 2023 - Present · 2 yrs 8 mos
Bci Securities, INC.Broker
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Morgan Stanley
October 2015 - September 2021 · 5 yrs 11 mos
Morgan StanleyBroker
August 2015 - September 2021 · 6 yrs 1 mo
Aegis Capital CORP.Broker
March 2014 - January 2015 · 10 mos
State Registrations6 states
CADEFLNJNYTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.