MS
Mariano A. Sardans
FDI WEALTH MANAGEMENT
Miami, FL 33131
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CRD#: 3226666
MS
Professional summary
Mariano Ariel Sardans, who also goes by Mariano Sardans, is a registered financial advisor currently at FDI WEALTH MANAGEMENT, LLC located in Miami, Florida.
Mariano is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Mariano has worked at 1 firm and has passed the Series 65 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mariano Sardans
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) FDI Family Office S.A. (Urugay). A foreign advisor. President. Start date - 05/27/2015.The approximate number of hours per month you devote to this business: 80. The approximate number of hours per month you devote to this business during securities trading hours: 70
(2) Financial Design International S.A. (Argentina). President. A foreign financial advisor. Start date - 05/04/2004. The approximate number of hours per month you devote to this business: 80. The approximate number of hours per month you devote to this business during securities trading hours: 70
CRS (Client Relationship Summary) - RIA
Click below to view Mariano Ariel Sardans'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
November 13, 2018 - Present
FDI WEALTH MANAGEMENT, LLC
Office #1: 777 Brickell Ave Suite 500, Miami, FL 33131RIA
CRD#: 292050
Miami, FL
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".
FW
FDI WEALTH MANAGEMENT, LLC
FDI | FINANCIAL DESIGN INTERNATIONAL S.A | FDI WEALTH MANAGEMENT, LLC | FDI GERENCIADORA DE PATRIMONIOS | FDI FAMILY OFFICE S.A.
CRD#: 292050 / SEC#: 801-128421
RIA
Registered Investment Advisory firm - (7/28/2023 Approved)Florida
Registered Investment Advisory firm - (8/8/2023 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.Highlighted states indicate IAR registrations
IAR
Florida(11/13/2018)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FW
FDI WEALTH MANAGEMENT, LLC
FDI | FINANCIAL DESIGN INTERNATIONAL S.A | FDI WEALTH MANAGEMENT, LLC | FDI GERENCIADORA DE PATRIMONIOS | FDI FAMILY OFFICE S.A.
CRD#: 292050 / SEC#: 801-128421
RIA
Registered Investment Advisory firm - (7/28/2023 Approved)Florida
Registered Investment Advisory firm - (8/8/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
777 Brickell Ave Suite 500, Miami, FL 33131
Mailing Address
Phone number
(561) 875-7673
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 385 |
| AUM (Assets Under Management) | $ 219,332,935 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2025 | ||
| 12/20/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FDI WEALTH MANAGEMENT, LLC
CRD#: 292050Miami, FL 33131TRUST BUT VERIFY
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