Meir
Cohen Moszkowicz

Aliya Capital Partners LLC

CRD#7701235
Investment Advisor
in Miami, FL

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About this Advisor

Meir Cohen Moszkowicz is a financial advisor based in Miami, Florida, working with Aliya Capital Partners LLC. Meir has previously held positions at Premium Merchant Funding, Millenium Capital Markets, Safra National Bank Of New York, Fortune Partners Group LLC, Aliya Family Office, Yeshiva University, Yeshivat Hakotel, and Colegio Moral Y Luces Herzl Bialik. Meir has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Meir is part of Aliya Capital Partners LLC, which operates out of Miami, Florida. The firm has 1 office and 18 employees. The firm manages assets totaling $1.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Aliya Capital Partners LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1450 Brickell Ave Suite 2600
Miami, FL 33131

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Aliya Capital Partners LLC Brokerage Details

Total Assets Under Management

$1,004,902,217

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

18

FL Average: 62
Total Number of Accounts

133

FL Average: 2,474
Average Account Size

$7,555,656

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Meir Cohen Moszkowicz Work History

2023 - Present (1 year)

Aliya Family Office

2020 - Present (4 years)

Fortune Partners Group LLC

2019 - 2020 (1 year)

Premium Merchant Funding

2018 - 2018 (< 1 year)

Millenium Capital Markets

2017 - 2017 (< 1 year)

Safra National Bank Of New York

2015 - 2019 (4 years)

Yeshiva University

2014 - 2014 (< 1 year)

Yeshivat Hakotel

2009 - 2014 (5 years)

Colegio Moral Y Luces Herzl Bialik

Disclosures

Please visit the SEC profile of Meir Cohen Moszkowicz 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 Aliya Capital Partners LLC

Nickolas Abrarpour
Miami, FL
Fernanda Oliveira
Miami, FL
Michael Bixon
Miami, FL
Max Del Giglio
Miami, FL
Guilherme Medrano
Hubbardston,
Ross Kestin
Miami, FL

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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