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Cesar Murillo

EMERGENT GLOBAL INVESTMENTS
CORAL GABLES, FL 33134
Some features on this profile are disabled
CRD#: 3167116
CM

Professional summary


Cesar Murillo is a registered financial advisor currently at EMERGENT GLOBAL INVESTMENTS located in Coral Gables, Florida.

Cesar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Cesar has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
1- 07/15/2025 - Emergent Global Consulting - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Coral Gables, FL - Start Date 02/22/2012 - 0 hours per month/ during trading 2) 07/16/2025 - North Atlantic Civil - Not Investment Related - Business Owner - Start Date:04/18/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 07/16/2025 - Emergent Global Securities - Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date:02/25/2025 - 20 Hrs/Mth - 20 Hrs During Trading. 4) 07/16/2025 - Emergent Global Technologies - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date:10/19/2018 - 0 Hrs/Mth - 0 Hrs During Trading.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Cesar Murillo'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®
None

Experience


Current

January 3, 2018 - Present

EMERGENT GLOBAL INVESTMENTS

Office #1: 2020 Ponce De Leon Blvd Ste 1101, Coral Gables, FL 33134
RIA
CRD#: 290875
CORAL GABLES, FL
Past

May 2, 2014 - January 16, 2015

MARCO POLO SECURITIES INC.

BD
CRD#: 46561
NEW YORK, NY
Past

November 13, 2012 - December 31, 2016

AGUILA ASSET MANAGEMENT, LLC

RIA
CRD#: 159759
MIAMI, FL
Past

February 15, 2011 - January 17, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CORAL GABLES, FL
Past

August 31, 2010 - January 17, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CORAL GABLES, FL
Past

January 19, 2010 - September 29, 2010

GLOBAL ARENA CAPITAL CORP

BD
CRD#: 16871
NEW YORK, NY
Past

April 29, 2009 - May 20, 2009

VECTORGLOBAL WMG

BD
CRD#: 32396
MIAMI, FL
Past

August 29, 2006 - April 20, 2007

FAIRBRIDGE CAPITAL MARKETS

BD
CRD#: 103818
GUAYNABO, PR
Past

July 9, 2004 - April 7, 2005

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA
CRD#: 106494
MIAMI, FL
Past

June 13, 2003 - July 8, 2004

FURMAN SELZ CAPITAL MANAGEMENT LLC

RIA
CRD#: 105721
MIAMI, FL
Past

July 19, 2000 - April 7, 2005

ING INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 21644
NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR
Florida
(1/3/2018)
IAR
New York
(10/5/2021)
IAR
Texas
(4/9/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/11/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EG
EMERGENT GLOBAL INVESTMENTS
ATRIO ADVISORS | MY IMPACT | EMERGENT WEALTH MANAGEMENT | EMERGENT GLOBAL WEALTH MANAGEMENT | EMERGENT GLOBAL INVESTMENTS, LLC | EMERGENT GLOBAL INVESTMENTS | EGI | ATRIO WEALTH

CRD#: 290875 / SEC#:

Florida
Registered Investment Advisory firm - (1/3/2018 Approved)
New York
Registered Investment Advisory firm - (10/5/2021 Approved)
Texas
Registered Investment Advisory firm - (4/9/2024 Conditional Restricted)
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Contact information


Main Address
2020 Ponce De Leon Blvd Ste 1101, Coral Gables, FL 33134
Mailing Address
2020 Ponce De Leon Blvd Ste 1101, Coral Gables, FL 33134
Phone number
(305) 203-2322
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts115
AUM (Assets Under Management)$ 17,413,962

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EMERGENT GLOBAL INVESTMENTS

CRD#: 290875Coral Gables, FL 33134

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