Carles
Morera Rosell
We Family Offices
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About this Advisor
Carles Morera Rosell is a financial advisor who works in Miami, Florida. Morera Rosell is an advisor for We Family Offices. Their career trajectory has included roles at Mdf Family Partners, We Family Offices, LLC, University Of Missouri - St. Louis, Abat Oliba Ceu University and Ies Eugeni Xammer. Morera Rosell has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Florida. We Family Offices is an advisory firm that has its headquarters in Miami, FL. The investment advisory business has a total of 49 employees. It has $12 billion in assets under management among its 106 accounts, making it one of the largest firms in the United States by assets under management. Of its 106 accounts, 100% are associated with high-net-worth individuals who have at least $1 million in assets. We Family Offices has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely depend on which service is offered. However, fees charged by We Family Offices most likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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We Family Offices Brokerage Details
$12,056,434,282
49
106
$113,739,946
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Carles Morera Rosell Work History
Carles has been registered as a financial advisor for 0 years.*
We Family Offices, LLC
Mdf Family Partners
Mdf Family Partners
University Of Missouri - St. Louis
Abat Oliba Ceu University
Abat Oliba Ceu University
Ies Eugeni Xammer
*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 Carles Morera Rosell 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 We Family Offices
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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