Arturo
Carrera Munoz

Andbanc Advisory LLC

CRD#6761765
Investment Advisor
in Miami, FL

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About this Advisor

Arturo Carrera Munoz is a financial advisor based in Miami, Florida, working with Andbanc Advisory LLC. Arturo has previously held positions at Citibank Venezuela, Proctor & Gamble Venezuela, Mercantil Commercebank, Amerant Bank, and Andbanc Brokerage LLC. Arturo is registered to provide services in Florida. Currently, Arturo is part of Andbanc Advisory LLC, which operates out of Miami, Florida. The firm has 10 employees and manages assets totaling $855.1 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Andbanc Advisory LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

201 S. Biscayne Blvd. Suite 1100
Miami, FL 33131

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Andbanc Advisory LLC Brokerage Details

Total Assets Under Management

$855,064,993

FL Average: $1,855,561,029
Total Number of Employees

10

FL Average: 62
Total Number of Accounts

441

FL Average: 2,474
Average Account Size

$1,938,923

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Arturo Carrera Munoz Work History

2019 - Present (5 years)

Andbanc Brokerage LLC

2016 - 2019 (3 years)

Amerant Bank

2015 - 2016 (1 year)

Mercantil Commercebank

2014 - 2015 (1 year)

Proctor & Gamble Venezuela

2013 - 2014 (1 year)

Citibank Venezuela

Disclosures

Please visit the SEC profile of Arturo Carrera Munoz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Andbanc Advisory LLC

Carlos Gribel
Miami, FL
Lineo Poll
Miami, FL
Miguel Cardoso
Miami, FL
Karen Mendoza
Miami, FL
Juan Venegas
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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