DR
CFA
DR
CFA

Damian Riavitz

2 Years of Experience
Broker

Damian Riavitz is a CFA-designated registered investment advisor at Latin Securities INC, based in Miami, FL, with 2 years of industry experience. Damian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $25M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
11 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$25.2M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5.0M - $10.0M1.25%
$10M+1.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 SE 2nd Street, Suite #3975, 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

Damian owns 50% of Quick Crunch LLC, a company that produces and sells frozen food online, and oversees sales and finance. He devotes about 10-20% of his time to this business.

Employment History
Current Registrations
Latin Securities INC
December 2024 - Present · 1 yr 4 mos
Latin Securities INC.Broker
November 2024 - Present · 1 yr 5 mos
Previous Registrations
Insigneo Securities, LLCBroker
November 2024 - November 2024 · 0 mos
Foreside Fund Services, LLCBroker
September 2023 - June 2024 · 9 mos
State Registrations8 states
CADEFLGANYSDUTWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.