MT
Maria F. Torne
ADVISORY INVESTOR SERVICES LLC
MIAMI, FL 33131
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CRD#: 2399939
MT
Professional summary
Maria F Torne, who also goes by Maria Fernanda Torne, is a registered financial advisor currently at ADVISORY INVESTOR SERVICES LLC located in Miami, Florida and MIURA CAPITAL, LLC located in Miami, Florida.
Maria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Maria has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Maria Fernanda Torne
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RENTAL PROPERTY; INVESTMENT RELATED; 20355 NE 34 CT APT 1424 AVENTURA, FL 33180; OWNER; START DATE 1/2014; 0 HRS PER MONTH. INVESTMENT ADVISOR WITH INVESTOR ADVISORY SERVICES - MIAMI, FL. APPROXIMATELY 30 HOURS A WEEK SERVICING CLIENTS. MFT INVESTGROUP LLC. NOT INVESTMENT RELATED. 2101 BRICKELL AVE APTO 1407 MIAMI FL 33129. FOR PERSONAL ACCOUNTING PURPOSES. MANAGER. NO HOURS DEDICTAD DURING BUSINESS TRADING HOURS. MAFERN LLC. 2101 BRICKELL AVE SUITE 1407 MIAMI FL. FOR PERSONAL REAL ESTATE INVESTMENT. MANAGER. NO COMPENSATION. NO HOURS DEDICATED TO ACTIVITY. START DATE 05/01/2022
CRS (Client Relationship Summary) - RIA
Click below to view Maria F Torne's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 9, 2021 - Present
ADVISORY INVESTOR SERVICES LLC
Office #1: 1395 Brickell Avenue Suite 1560, Miami, FL 33131RIA
CRD#: 173134
MIAMI, FL
Current
June 16, 2021 - Present
MIURA CAPITAL, LLC
Office #1: 1395 Brickell Ave Suite 1560, Miami, FL 33131Office #2: 1200 Brickell Ave Suite 250, Miami, FL 33131BD
CRD#: 146193
Miami, FL
Past
October 1, 2000 - June 18, 2021
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MIAMI, FL
Past
October 1, 2000 - June 18, 2021
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MIAMI, FL
Past
November 19, 1993 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ADVISORY INVESTOR SERVICES LLC
ADVISORY INVESTOR SERVICES LLC
CRD#: 173134 / SEC#: 801-122774
RIA
Registered Investment Advisory firm - (11/26/2021 Approved)Florida
Registered Investment Advisory firm - (12/16/2021 Terminated)Maryland
Registered Investment Advisory firm - (12/17/2021 Terminated)New Jersey
Registered Investment Advisory firm - (12/23/2021 Terminated)North Carolina
Registered Investment Advisory firm - (12/20/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(6/16/2021)
IAR
Florida(7/9/2021)
RR
Maryland(3/13/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AI
ADVISORY INVESTOR SERVICES LLC
ADVISORY INVESTOR SERVICES LLC
CRD#: 173134 / SEC#: 801-122774
RIA
Registered Investment Advisory firm - (11/26/2021 Approved)Florida
Registered Investment Advisory firm - (12/16/2021 Terminated)Maryland
Registered Investment Advisory firm - (12/17/2021 Terminated)New Jersey
Registered Investment Advisory firm - (12/23/2021 Terminated)North Carolina
Registered Investment Advisory firm - (12/20/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 Brickell Avenue Suite 250, Miami, FL 33131
Mailing Address
Phone number
(786) 462-6044
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 208 |
| AUM (Assets Under Management) | $ 181,222,912 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ADVISORY INVESTOR SERVICES LLC
CRD#: 173134Miami, FL 33131TRUST BUT VERIFY
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