Carles
Morera Rosell
We Family Offices
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About this Advisor
Carles Morera Rosell is a financial advisor based in Miami, Florida, working with We Family Offices. Carles has previously held positions at Mdf Family Partners, We Family Offices, LLC, University Of Missouri - St. Louis, and Abat Oliba Ceu University. Carles has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Carles is part of We Family Offices, which operates out of Miami, Florida. The firm has 1 office and 59 employees. The firm manages assets totaling $13.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at We Family Offices includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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We Family Offices Brokerage Details
$13,909,416,024
59
108
$128,790,889
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Carles Morera Rosell Work History
We Family Offices, LLC
Mdf Family Partners
Mdf Family Partners
University Of Missouri - St. Louis
Abat Oliba Ceu University
Abat Oliba Ceu University
Disclosures
Please visit the SEC profile of Carles Morera Rosell 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 We Family Offices
Miami, FL
New York, NY
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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