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MB

Miguel A. Bilbao

FILON CAPITAL
Coral Gables, FL 33134
Some features on this profile are disabled
CRD#: 4818415
MB

Professional summary


Miguel A Bilbao, who also goes by Miguel A Bilbao Mr, Bilbao A Miguel A, is a registered financial advisor currently at FILON CAPITAL located in Coral Gables, Florida.

Miguel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Miguel has worked at 3 firms and has passed the Series 65, SIE, Series 3 and Series 17 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Miguel A Bilbao Mr | Bilbao A Miguel A

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 Miguel A Bilbao'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

November 2, 2021 - Present

FILON CAPITAL

Office #1: 2600 Douglas Road Suite 800, Coral Gables, FL 33134
RIA
CRD#: 315321
Coral Gables, FL
Past

February 3, 2016 - July 9, 2019

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

October 4, 2004 - August 19, 2015

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
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
(11/2/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/17/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 17
Date: 10/1/2004
Limited Registered Representative Examination

Current Firm


FC
FILON CAPITAL
FILON CAPITAL | FILON CAPITAL LLC

CRD#: 315321 / SEC#:

Florida
Registered Investment Advisory firm - (11/2/2021 Approved)
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Contact information


Main Address
2600 Douglas Road Suite 800, Coral Gables, FL 33134
Mailing Address
Phone number
(312) 320-4638
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts6
AUM (Assets Under Management)$ 4,271,000

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


FILON CAPITAL

CRD#: 315321Coral Gables, FL 33134

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