7a Financial LLC

7a Financial LLC (CRD# 174949) is a financial advisory firm headquartered in Miami, FL. They manage $354,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $118,000
Compensation Options
  • A percentage of assets under your management
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at 7a Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alejandro Rotundo
CRD#: 4627887
601 Brickell Key Dr., Suite 700, Miami, FL 33131
63
Wealthminder
score

Alejandro Rotundo (CRD# 4627887) is an Investment Advisor Representative working at 7a Financial LLC in Miami, FL and has over 9 years of experience in the finance industry.

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