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RI

Rafael M. Iribarren

BIGSUR PARTNERS
MIAMI, FL 33131
Some features on this profile are disabled
CRD#: 4171908
RI

Professional summary

Rafael Maria Iribarren, CFA is a registered financial advisor currently at BIGSUR PARTNERS, LLC located in Miami, Florida.

Rafael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Rafael has worked at 3 firms and has passed the Series 65, Series 63 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rafael Maria Iribarren's CRS (Customer Relationship Summary).
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®
CFA

Chartered Financial Analyst

Experience

Current

March 10, 2025 - Present

BIGSUR PARTNERS, LLC

Office #1: 1441 Brickell Avenue Suite 1450, Miami, FL 33131
RIA
CRD#: 146511
MIAMI, FL
Past

April 17, 2008 - June 28, 2019

BIGSUR PARTNERS, LLC

RIA
CRD#: 146511
Miami, FL
Past

June 19, 2001 - September 19, 2007

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

June 29, 2000 - April 27, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY

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".
BP
BIGSUR PARTNERS, LLC
BIGSUR PARTNERS, LLC | BIGSUR WEALTH MANAGEMENT, LLC

CRD#: 146511 / SEC#: 801-69024

RIA
Registered Investment Advisory firm - (4/3/2008 Approved)

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
Delaware
(3/10/2025)
IAR
Florida
(5/29/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/19/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/1/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/28/2000
General Securities Representative Examination

Current Firm

BP
BIGSUR PARTNERS, LLC
BIGSUR PARTNERS, LLC | BIGSUR WEALTH MANAGEMENT, LLC

CRD#: 146511 / SEC#: 801-69024

RIA
Registered Investment Advisory firm - (4/3/2008 Approved)
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Contact information

Main Address
1441 Brickell Avenue Suite 1450, Miami, FL 33131
Mailing Address
Phone number
(305) 740-6777
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BIGSUR ADV BROCHURE - JANUARY 2024 (3/10/2025)

Regulatory assets under management

Total Number of Accounts232
AUM (Assets Under Management)$ 1,285,088,640

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

BIGSUR PARTNERS, LLC

CRD#: 146511Miami, FL 33131

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