Powell Investment Advisors, LLC

Powell Investment Advisors, LLC (CRD# 160333) is a financial advisory firm headquartered in Miami, FL. They manage $456,113,317 in 267 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3444 Main Highway, Second Floor, Miami, FL 33133
http://www.powellinvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    456
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $1,708,290
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
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

Financial Advisors at Powell Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Todd Gross, financial advisor Miami FL
Todd J. Gross
CRD#: 5105277
3444 Main Highway, Second Floor, Miami, FL 33133

Todd Gross (CRD# 5105277) is an Investment Advisor Representative working at Powell Investment Advisors, LLC in Miami, FL and has over 10 years of experience in the finance industry.

2
Jesse Wachs, financial advisor Miami FL
Jesse A. Wachs
CRD#: 4437874
3444 Main Highway, Second Floor, Miami, FL 33133

Jesse Wachs (CRD# 4437874) is an Investment Advisor Representative working at Powell Investment Advisors, LLC in Miami, FL and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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