Roberto
Alvarez
Finaccess Advisors, LLC
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About this Advisor
Roberto Alvarez is a chartered financial analyst who works in Miami, Florida who has 10 years of industry experience. Alvarez currently works for Finaccess Advisors, LLC. Throughout their career, they have worked at E.S. Financial Services, Inc, Espirito Santo Bank, Espirito Santo Investment Advisors, Inc and Finaccess Advisors, LLC. Alvarez holds Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Finaccess Advisors, LLC is an advisory business based out of Miami, FL. It manages $4 billion in assets under management among its 171 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 171 customer accounts, 78% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fee schedules vary depending on which services are provided. Fee types billed by Finaccess Advisors, LLC likely are comprised of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Finaccess Advisors, LLC Brokerage Details
$4,139,672,984
12
171
$24,208,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Roberto Alvarez Work History
Roberto has been registered as a financial advisor for 10 years.*
Finaccess Advisors, LLC
Espirito Santo Investment Advisors, Inc
Espirito Santo Bank
E.S. Financial Services, 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 Roberto Alvarez 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 Finaccess Advisors, LLC
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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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