David
Diaz Monroy
Portfolio Resources Advisor Group, Inc
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About this Advisor
David Diaz Monroy is a financial advisor based in Miami, Florida, working with Portfolio Resources Advisor Group, Inc. David has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Xpress Technology Inc, Bank Of America, Na, Investacorp Inc, Investacorp Advisory Services, Brady Financial, All America Logistics, Telefonica, Portfolio Resources Advisor Group, Inc, and Portfolio Resources Group, Inc. David has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, David is part of Portfolio Resources Advisor Group, Inc, which operates out of Miami, Florida. The firm has 10 offices and 18 employees. The firm manages assets totaling $107.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Portfolio Resources Advisor Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portfolio Resources Advisor Group, Inc Brokerage Details
$107,846,099
18
533
$202,338
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Diaz Monroy Work History
Portfolio Resources Advisor Group, Inc
Portfolio Resources Group, Inc
All America Logistics
Telefonica
Investacorp Inc
Investacorp Advisory Services
Brady Financial
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, Na
Xpress Technology Inc
Disclosures
Please visit the SEC profile of David Diaz Monroy 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 Portfolio Resources Advisor Group, Inc
Caracas,
Piso 10 Chacao Caracas,
Miami, FL
Fort Lauderdale, FL
Piso 10 Chacao Caracas,
Miami, FL
Miami, FL
Miami, FL
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