Mauricio Saias (CRD# 6680793) is an Investment Advisor Representative working at Activest Wealth Management, LLC in Aventura, FL and has over 2 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Activest Wealth Management, LLC | Aventura, FL | Apr 2019 - Current | 5 |
| 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 |
- FL
-
Total Assets Under Management613MILLIONS
-
Total Number of Accounts925ACCOUNTS
-
Average Account Value$663,098
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
FL, NY, TX, VA
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