Proxy Wealth Advisors LLC

Proxy Wealth Advisors LLC (CRD# 298080) is a financial advisory firm headquartered in Aventura, FL. They manage $132,800,000 in 666 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
19505 Biscayne Blvd., Suite 2350, Aventura, FL 33180
https://guardiantrustcapital.com
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    666
    ACCOUNTS
  • Average Account Value
    $199,399
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, LA, NH, NJ, NY

Financial Advisors at Proxy Wealth Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
Tulio Barbosa Ribeiro, financial advisor Aventura FL
Tulio Barbosa Ribeiro
CRD#: 6360250
19505 Biscayne Blvd., Suite 2350, Aventura, FL 33180

Tulio Barbosa Ribeiro (CRD# 6360250) is an Investment Advisor Representative working at Proxy Wealth Advisors LLC in Aventura, FL and has over 9 years of experience in the finance industry.

2
Peterson Cenerino, financial advisor Aventura FL
Peterson I. Cenerino
CRD#: 7842129
19505 Biscayne Blvd., Suite 2350, Aventura, FL 33180

Peterson Cenerino (CRD# 7842129) is an Investment Advisor Representative working at Proxy Wealth Advisors LLC in Aventura, FL and has 1 year of experience in the finance industry.

3
Lukas Dewitt, financial advisor Mount Vernon NY
Lukas J. Dewitt
CRD#: 7337840
Mount Vernon, NY

Lukas Dewitt (CRD# 7337840) is an Investment Advisor Representative working at Proxy Wealth Advisors LLC in Mount Vernon, NY and has over 3 years of experience in the finance industry.

4
Pietro Galina, financial advisor Aventura FL
Pietro B. Galina
CRD#: 7799526
19505 Biscayne Blvd., Suite 2350, Aventura, FL 33180

Pietro Galina (CRD# 7799526) is an Investment Advisor Representative working at Proxy Wealth Advisors LLC in Aventura, FL and has 1 year of experience in the finance industry.

5
Rafael Junqueira Nani, financial advisor Aventura FL
Rafael Junqueira Nani
CRD#: 7682353
19505 Biscayne Blvd., Suite 2350, Aventura, FL 33180

Rafael Junqueira Nani (CRD# 7682353) is an Investment Advisor Representative working at Proxy Wealth Advisors LLC in Aventura, FL and has 1 year of experience in the finance industry.

6
Matthew Lott, financial advisor Brooklyn NY
Matthew Lott
CRD#: 6876060
Brooklyn, NY

Matthew Lott (CRD# 6876060) is an Investment Advisor Representative working at Proxy Wealth Advisors LLC in Brooklyn, NY and has over 6 years of experience in the finance industry.

7
Oleg Zviagin, financial advisor Aventura FL
Oleg Zviagin
CRD#: 6116587
19505 Biscayne Blvd., Suite 2350, Aventura, FL 33180

Oleg Zviagin (CRD# 6116587) is an Investment Advisor Representative working at Proxy Wealth Advisors LLC in Aventura, FL and has over 3 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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