Karim
Antoni

Arete Wealth Advisors, LLC

CRD#4318431
Investment Advisor
in Miami, FL

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About this Advisor

Karim Antoni is a financial advisor based in Miami, Florida, working with Arete Wealth Advisors, LLC. Karim has previously held positions at Merrill Lynch Investment Managers Venezuela, Blackrock Investments, Inc, Lazard Asset Management LLC, Lazard Asset Management Securities LLC, Arete Wealth Management, LLC, and Golub Capital. Karim has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Karim is part of Arete Wealth Advisors, LLC, which operates out of Miami, Florida. The firm has 26 offices and 130 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and other services. The fee structure at Arete Wealth Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

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

Office Location

777 Brickell Avenue
Miami, FL 33131

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Arete Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,672,456,687

FL Average: $6,674,516,078
Total Number of Employees

130

FL Average: 44
Total Number of Accounts

5,251

FL Average: 2,564
Average Account Size

$508,942

FL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Karim Antoni Work History

2023 - Present (1 year)

Arete Wealth Management, LLC

2023 - Present (1 year)

Golub Capital

2022 - 2023 (1 year)

Lazard Asset Management LLC

2022 - 2023 (1 year)

Lazard Asset Management Securities LLC

2000 - 2022 (22 years)

Merrill Lynch Investment Managers Venezuela

2000 - 2022 (22 years)

Blackrock Investments, Inc

Disclosures

Please visit the SEC profile of Karim Antoni 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 Arete Wealth Advisors, LLC

Rachel Baker
Chicago, IL
Kenneth Bonal
Chicago, IL
William Borleis
Chicago, IL
Kristen Crouthamel
West Des Moines, IA
Joseph Mckinley
Chicago, IL
Scott Cantor
Melville, NY
Bryson Hamilton
Chicago, IL
Ivan Truss
Chicago, IL

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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