Miguel
Sosa

Premia Global Advisors, LLC

CRD#1062639
Investment Advisor
in Miami, FL

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About this Advisor

Miguel Sosa is a financial advisor based out of Miami, Florida who has 7 years of industry experience. Sosa is on the advisory team at Premia Global Advisors, LLC. The advisor has gained experience at Global Investor Services, Premia Global Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Inc. Sosa holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Premia Global Advisors, LLC is a registered investment company headquartered in Miami, FL. It has $259 million in total assets across its 61 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 61 client accounts, 77% are held by high-net-worth clients who have at least $1 million in assets available to invest. Premia Global Advisors, LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on the services offered. However, fee types charged by Premia Global Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

2600 South Douglas Road Suite 1103
Miami, FL 33134

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Premia Global Advisors, LLC Brokerage Details

Total Assets Under Management

$258,523,459

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

5

FL Average: 62
Total Number of Accounts

61

FL Average: 2,474
Average Account Size

$4,238,089

FL Average: $750,025

Investment Advisory Services

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

Miguel Sosa Work History

Miguel has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Premia Global Advisors, LLC

2016 - 2020 (4 years)

Global Investor Services

1982 - 2016 (34 years)

Merrill Lynch, Pierce, Fenner & Smith 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 Miguel Sosa 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 Premia Global Advisors, LLC

Daniel Rosales
Miami, FL
Eddy Park
Miami, FL
Sachin Borde
Miami, FL
Miguel Sosa
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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