Jovany
Noy
Amerant Investments, Inc
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About this Advisor
Jovany Noy is a financial advisor who works in Miami, Florida with a total of 2 years of relevant experience. Noy is an advisor for Amerant Investments, Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Citigroup, Amerant Investments and Amerant Bank. Noy maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida and New York. Amerant Investments, Inc is a registered investment business based in Miami, FL. It has offices in five locations and a total of 37 people on staff. It oversees $601 million in assets under management among its 726 client accounts, making it one of the bigger firms in the country by assets under management. The firm serves nine charitable organizations. Of its 726 customer accounts, 16% are associated with high-net-worth clients who have at least $1 million in assets. The company has a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually depend on which service is provided. However, fee types charged by Amerant Investments, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amerant Investments, Inc Brokerage Details
$601,033,195
37
726
$827,869
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jovany Noy Work History
Jovany has been registered as a financial advisor for 2 years.*
Amerant Investments
Amerant Bank
Citigroup
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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 Jovany Noy 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 Amerant Investments, Inc
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.
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