Edwin
Cruzmatias

Leucadia Asset Management LLC

CRD#4138278
Investment Advisor
in Miami, FL

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About this Advisor

Edwin Cruzmatias is a financial advisor operating in Miami, Florida who has 2 years of industry experience. Cruzmatias works at Leucadia Asset Management LLC. Their career trajectory has included roles at Rbc Capital Markets, LLC, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Jefferies LLC. Cruzmatias holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and Illinois. Leucadia Asset Management LLC is a financial advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in 10 locations and a total of 235 financial advisors. It oversees $5 billion in assets across its 1,834 client accounts, making it one of the biggest firms in the country by assets under management. Leucadia Asset Management LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fees largely vary depending on the financial services provided. Fee types billed by Leucadia Asset Management LLC can be comprised of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees

Office Location

1450 Brickell Avenue Ste 1710
Miami, FL 33131

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Leucadia Asset Management LLC Brokerage Details

Total Assets Under Management

$5,073,195,502

FL Average: $7,464,549,021
Total Number of Employees

235

FL Average: 88
Total Number of Accounts

1,834

FL Average: 3,892
Average Account Size

$2,766,192

FL Average: $1,917,921

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
  • Selection of other advisers
  • Publication of periodicals or newsletters

Edwin Cruzmatias Work History

Edwin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Jefferies LLC

2017 - 2021 (4 years)

Wells Fargo Clearing Services, LLC

2015 - 2017 (2 years)

Wells Fargo Advisors, LLC

2013 - 2015 (2 years)

Rbc Capital Markets, LLC

*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 Edwin Cruzmatias 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 Leucadia Asset Management LLC

Gustavo Colomina
New York, NY
Edwin Cruzmatias
Miami, FL
Liza Blundell
Chicago, IL
Peter Cahill
New York, NY
Yuan Yuan Pan
New York, NY
Michael Clurman
New York, NY
Hipolito Gamboa
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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