AY
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Alfredo Jorge(jr) Yanes

2 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
112 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$123.9M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

300 S. Pine Island Rd., Suite 305, Plantation, FL, 33324

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alfredo is a Senior Sales Advisor for Jet Fly Aviation, offering luxury private jet services. He spends about a quarter of his time during trading hours and about 10% of his time outside trading hours on this activity, expecting 90% of his yearly compensation from it.

Employment History
Current Registrations
Actitrust Wealth Management LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2016 - April 2017 · 6 mos
AXA Advisors, LLCBroker
July 2016 - September 2016 · 2 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.