Victoria Karasin, financial advisor West Palm Beach FL
93 score

Victoria Karasin

CRD Number: 2016856
Current Firm: Am Global Family Investment Office

Victoria Karasin (CRD# 2016856) is an Investment Advisor Representative working at Am Global Family Investment Office in West Palm Beach, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Bank Boca Raton, FL Sep 2012 - Current 4
Suntrust Investment Services,inc Atlanta, GA Sep 2012 - Current 4
Unemployed Boca Raton, FL Jul 2012 - Aug 2012 < 1
Genspring Family Offices, LLC Jupiter, FL Aug 2001 - Jun 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S65 NASAA Investment Advisors Law Examination Jul 2003
Contact Info for Victoria R. Karasin
Phone Number: 561-249-6826
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    335
    MILLIONS
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $2,743,294
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

FL, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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