Mauricio Saias, financial advisor Aventura FL

Mauricio Saias

CRD Number: 6680793
Current Firm: Activest Wealth Management, LLC

Mauricio Saias (CRD# 6680793) is an Investment Advisor Representative working at Activest Wealth Management, LLC in Aventura, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Activest Wealth Management, LLC Aventura, FL Apr 2019 - Current 3
Nova Southeastern University Fort Lauderdale, FL Aug 2017 - Dec 2019 2
Activest Wealth Management, LLC Aventura, FL Jan 2018 - Aug 2018 < 1
Citigroup Inc. Miami, FL Jun 2016 - Jun 2017 1
Babson College Babson Park, MA Aug 2014 - May 2016 1
Rbi Alliance Miami, FL May 2015 - Aug 2015 < 1
Wex Inc. Wellesley, MA Jan 2015 - May 2015 < 1
100% Banco, Banco Universal Caracas, Jun 2010 - Aug 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Mauricio Saias
Phone Number: 954-399-8121
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    483
    MILLIONS
  • Total Number of Accounts
    541
    ACCOUNTS
  • Average Account Value
    $893,364
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

FL, TX

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