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.

Similar Advisors
Mario Yngerto, financial advisor Aventura FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Christopher Conness, financial advisor Aventura FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Hans Abate, financial advisor Aventura FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Company Name Location Dates Years
Activest Wealth Management, LLC Aventura, FL Apr 2019 - Current 4
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.