Black Pearl Financial Services LLC

Black Pearl Financial Services LLC (CRD# 156700) is a financial advisory firm headquartered in Coral Gables, FL. They manage $14,000,000 in 126 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $111,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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
350 Sevilla Avenue, Suite 101b, Coral Gables, FL 33134
71
Wealthminder
score

Ruben Rozental (CRD# 1331297) is an Investment Advisor Representative working at Black Pearl Financial Services LLC in Coral Gables, FL and has over 23 years of experience in the finance industry.

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