Mauricio SaiasCRD 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.
Genesis Wealth Management, Inc.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
|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|
Total Assets Under Management483MILLIONS
Total Number of Accounts541ACCOUNTS
Average Account Value$893,364
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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