Sebastian
Gomez
Amerant Investments, Inc
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About this Advisor
Sebastian Gomez is a financial advisor based out of Miami, Florida, with a total of 2 years of industry experience. Gomez works at Amerant Investments, Inc. Throughout their career, they have worked at Lowenhaupt Global Advisors, LLC, Hult International Business School, Bigsur Wealth Management, LLC, Mariva Capital Markets, LLC, Mariva Global Asset Management and Amerant Investments, Inc. Gomez maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut, Florida and Texas. Amerant Investments, Inc is an advisory company operating out of Miami, FL. The investment advisory business has offices in five locations and a total of 37 advisors. It handles $601 million in assets across its 726 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 726 accounts, 16% belong to high-net-worth clients who have more than $1 million in assets available to invest. Amerant Investments, Inc provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management are based on which services the firm provides the client. Fees charged by Amerant Investments, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amerant Investments, Inc Brokerage Details
$601,033,195
37
726
$827,869
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Sebastian Gomez Work History
Sebastian has been registered as a financial advisor for 2 years.*
Amerant Investments, Inc
Mariva Capital Markets, LLC
Mariva Global Asset Management
Bigsur Wealth Management, LLC
Lowenhaupt Global Advisors, LLC
Hult International Business School
*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 Sebastian Gomez 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 Amerant Investments, Inc
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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