David
Yepez
Efg Asset Management (Americas) Corp
Answer a few questions and
get matched with an advisor.
About this Advisor
David Yepez is a financial advisor operating in Miami, Florida who has 2 years of industry experience. Yepez works at Efg Asset Management (Americas) Corp. The advisor has gained experience at Mercy College, Citigroup, J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Citibank, Citi International Financial Services LLC and Efg Capital International Corp. Yepez holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Efg Asset Management (Americas) Corp is a business headquartered in Miami, FL. It manages $2 billion in assets across its 804 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 804 client accounts, 23% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fees largely are based on the type of services provided. However, fee types charged by Efg Asset Management (Americas) Corp can include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Efg Asset Management (Americas) Corp Brokerage Details
$1,456,793,850
11
804
$1,811,933
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
David Yepez Work History
David has been registered as a financial advisor for 2 years.*
Efg Capital International Corp
Citibank
Citi International Financial Services LLC
Citigroup
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Citigroup
Mercy College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Yepez 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 Efg Asset Management (Americas) Corp
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
