Luis
Adarve

Bci Securities, Inc

CRD#4233807
Investment Advisor
in Miami, FL

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About this Advisor

Luis Adarve is a financial advisor working in Miami, Florida. Adarve works at Bci Securities, Inc. Over the course of their career, Adarve has held roles at Regions Bank, Cetera Investment Servces LLC, Cetera Investment Services LLC and Bci Securities. Adarve holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Bci Securities, Inc is a firm headquartered in Miami, FL. The firm has offices in three locations and a total of 71 people on staff. It oversees $381 million in assets across its 510 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 510 client accounts, just 11% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely are based on the services. However, fees charged by Bci Securities, Inc likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2855 S. Le Jeune Road, 1St. Floor
Miami, FL 33134

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Bci Securities, Inc Brokerage Details

Total Assets Under Management

$380,927,243

FL Average: $1,855,561,029
Total Number of Employees

71

FL Average: 62
Total Number of Accounts

510

FL Average: 2,474
Average Account Size

$746,916

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Luis Adarve Work History

Luis has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Bci Securities

2017 - 2022 (5 years)

Cetera Investment Servces LLC

2017 - 2022 (5 years)

Cetera Investment Services LLC

2008 - 2022 (14 years)

Regions Bank

*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 Luis Adarve 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 Bci Securities, Inc

Maria Ibanez Leon
Miami, FL
Michael Rosell
Miami, FL
Eduardo Chacon
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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