Marisol
Andreoni
Utopia Wealth Management, LLC
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About this Advisor
Marisol Andreoni is a financial advisor working in Pompano Beach, Florida. Andreoni currently works for Utopia Wealth Management, LLC. Their career trajectory has included roles at Citigroup Global Markets, Inc and Utopia Wealth Management, LLC. Andreoni maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Utopia Wealth Management, LLC is a registered investment business that has its headquarters in Pompano Beach, FL. It oversees $141 million in assets under management between its 138 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 138 customer accounts, 25% are associated with high-net-worth investors who have at least $1 million in assets. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial advice typically are based on which services the firm provides the client. However, fees charged by Utopia Wealth Management, LLC likely include some blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Utopia Wealth Management, LLC Brokerage Details
$141,269,943
2
138
$1,023,695
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Marisol Andreoni Work History
Marisol has been registered as a financial advisor for 0 years.*
Utopia Wealth Management, LLC
Citigroup Global Markets, Inc
*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 Marisol Andreoni 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 Utopia Wealth Management, LLC
Pompano Beach, FL
Pompano Beach, FL
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