Rene Negron (CRD# 6493091) is an Investment Advisor Representative working at Bigsur Partners, LLC in Miami, FL and has over 7 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 |
|---|---|---|---|
| Bigsur Partners LLC | Miami, FL | Mar 2021 - Current | 3 |
| Unemployed | Miami, FL | Sep 2019 - Mar 2021 | 1 |
| Kkr & Co | New York, NY | Jun 2018 - Sep 2019 | 1 |
| Evercore Group LLC | New York, NY | Jun 2016 - Jun 2018 | 2 |
| Full-time Education | New York, NY | Aug 2015 - May 2016 | < 1 |
| Evercore | New York, NY | May 2015 - Aug 2015 | < 1 |
| Full-time Education | New York, NY | Jan 2015 - May 2015 | < 1 |
| Ht Capital | New York, NY | Oct 2014 - Dec 2014 | < 1 |
| Pricewaterhousecoopers | New York, NY | Jun 2014 - Aug 2014 | < 1 |
| Opico Capital | Sydney, Nsw, | Mar 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2016 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- FL
-
Total Assets Under Management1,226MILLIONS
-
Total Number of Accounts243ACCOUNTS
-
Average Account Value$5,043,835
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
DE, FL
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