SG
SG

Sebastian Rodrigo Gomez

10 Years of Experience
Broker
Areas of Practice
Investment Management
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
Loading...

Location

220 Alhambra Circle, 2nd Floor, Coral Gables, FL, 33134

Get directions

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.

Learn about disclosures →
Other Business Activities

Sebastian works as a tennis instructor for young advanced players on the weekends and is paid hourly. This outside business activity will not interfere with his trading hours.

Employment History
Current Registrations
Amerant Investments, INC.
December 2021 - Present · 4 yrs 2 mos
Amerant Investments, INC.Broker
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Mariva Global Asset Management, LLC
October 2018 - December 2021 · 3 yrs 2 mos
Mariva Capital Markets, LLCBroker
July 2017 - December 2021 · 4 yrs 5 mos
Bigsur Wealth Management, LLC
August 2016 - May 2017 · 9 mos
Lowenhaupt Global Advisors, LLC
October 2014 - August 2016 · 1 yr 10 mos
State Registrations3 states
CTFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.