Renato Morzan is a registered investment advisor at Seaview Investment Managers LLC, based in Coral Gables, FL, with 2 years of industry experience. Renato 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.
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Current Registrations
Seaview Investment Managers LLC
State Registrations1 state
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