Amerant Investments, Inc.

Amerant Investments, Inc. (CRD# 117284) is a financial advisory firm headquartered in Coral Gables, FL. They manage $601,033,195 in 726 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    601
    MILLION
  • Total Number of Accounts
    726
    ACCOUNTS
  • Average Account Value
    $827,869
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY, TX

Financial Advisors at Amerant Investments, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Jose T. De La Rosa Garcia
CRD#: 5657473
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Jose De La Rosa Garcia (CRD# 5657473) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 14 years of experience in the finance industry.

2
Anabel Ferreiro Lopez
CRD#: 5502917
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Anabel Ferreiro Lopez (CRD# 5502917) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 14 years of experience in the finance industry.

3
Sebastian R. Gomez
CRD#: 6296635
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Sebastian Gomez (CRD# 6296635) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 9 years of experience in the finance industry.

4
Miguel E. Gonzalez
CRD#: 5983763
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Miguel Gonzalez (CRD# 5983763) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 10 years of experience in the finance industry.

5
Patricia H. Leon-Ponte
CRD#: 6138795
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Patricia Leon-Ponte (CRD# 6138795) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 8 years of experience in the finance industry.

6
Gilberto E. Paez
CRD#: 6103838
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Gilberto Paez (CRD# 6103838) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 6 years of experience in the finance industry.

7
Gregory Pita
CRD#: 6240938
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Gregory Pita (CRD# 6240938) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 9 years of experience in the finance industry.

8
Carlos D. Castro Oliveros
CRD#: 7330247
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Carlos Castro Oliveros (CRD# 7330247) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 2 years of experience in the finance industry.

9
Juan C. Hernandez Hidrobo
CRD#: 7550647
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Juan Hernandez Hidrobo (CRD# 7550647) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has 1 year of experience in the finance industry.

10
Baylor A. Lancaster-Samuel
CRD#: 4797736
220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134

Baylor Lancaster-Samuel (CRD# 4797736) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has 1 year of experience in the finance industry.

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