Carlos Kleyman is a registered investment advisor at Seaview Investment Managers LLC, based in Coral Gables, FL, with 4 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 49 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seaview Investment Managers charges a percentage of your portfolio's value annually for investment management. The specific rate depends on the size of your account and is negotiable.
Location
2 Alhambra Plaza, Suite 802, Coral Gables, FL, 33134
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Regulatory History
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 ActivitiesSells Insurance
Carlos is a certified insurance agent in Mexico since 2018, primarily selling life insurance. He dedicates full-time hours to prospecting clients, identifying their needs, recommending products, preparing quotations, and following up on policies.
Employment History
Current Registrations
Seaview Investment Managers LLC
Previous Registrations
Vectorglobal Iag, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.