Dennis Coral, financial advisor Miami FL

Dennis Coral

CRD Number: 4561718
Current Firm: Coral Wealth Management, LLC

Dennis Coral (CRD# 4561718) is an Investment Advisor Representative working at Coral Wealth Management, LLC in Miami, FL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Coral Wealth Management, LLC Miami, FL Jan 2020 - Current 4
Coral Wealth Management, LLC Miami, FL Jan 2017 - Current 7
International Assets Investment Management, LLC Miami, FL Mar 2017 - Jul 2020 3
International Assets Advisory, LLC Miami, FL Mar 2017 - Jul 2020 3
Kovack Securities, Inc. Fort Lauderdale, FL Jan 2017 - Feb 2017 < 1
Kovack Advisors, Inc. Fort Lauderdale, FL Jan 2017 - Feb 2017 < 1
Suntrust Advisory Services Atlanta, GA Aug 2016 - Jan 2017 < 1
Suntrust Investment Services, Inc. Atlanta, GA May 2014 - Jan 2017 2
Morgan Stanley Smith Barney Aventura, FL Jun 2009 - May 2014 4
Morgan Stanley & Company, Incorporated Aventura, FL Apr 2007 - May 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S65 NASAA Investment Advisors Law Examination May 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Dennis Coral
Phone Number: 305-671-3914
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    88
    MILLIONS
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $206,018
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL

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