Black Pearl Financial Services LLC

Black Pearl Financial Services LLC (CRD# 156700) is a financial advisory firm headquartered in , . They manage $12,700,000 in 115 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $110,435
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

FL, TX

Financial Advisors at Black Pearl Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ruben V. Rozental
CRD#: 1331297
Miami, FL
71
Wealthminder
score

Ruben Rozental (CRD# 1331297) is an Investment Advisor Representative working at Black Pearl Financial Services LLC in Miami, FL and has over 22 years of experience in the finance industry.

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