AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LV

Luis A. Venini

HOLISTIC BROKERAGE
Miami, FL 33131
Some features on this profile are disabled
CRD#: 5118717
LV

Professional summary

Luis Alberto Venini, who also goes by Luis Venini, is a registered financial professional currently at HOLISTIC BROKERAGE, LLC located in Miami, Florida.

Luis is registered as a RR (Registered Representative) and started their career in finance in 2006. Luis has worked at 5 firms and has passed the SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Luis Venini

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) - BD

Click below to view Luis Alberto Venini'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®
None

Experience

Current

March 8, 2022 - Present

HOLISTIC BROKERAGE, LLC

Office #1: 800 Brickell Ave Suite 502, Miami, FL 33131
BD
CRD#: 46001
Miami, FL
Past

December 12, 2017 - November 16, 2020

INSIGHT SECURITIES, INC.

BD
CRD#: 5611
Asuncion,
Past

July 31, 2017 - December 11, 2017

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
MONTEVIDEO,
Past

April 26, 2010 - July 31, 2017

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
MONTEVIDEO,
Past

April 25, 2006 - April 30, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BUENOS AIRES,

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(3/8/2022)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/8/2006
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

HB
HOLISTIC BROKERAGE, LLC
ADCAP SECURITIES LLC | LAKE FOREST SECURITIES, LLC | LAKE FOREST SECURITIES LLC | HOLISTIC BROKERAGE, LLC

CRD#: 46001 / SEC#: , 8-51285

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
800 Brickell Ave Suite 502, Miami, FL 33131
Mailing Address
800 Brickell Ave Suite 502, Miami, FL 33131
Phone number
(305) 374-1177
Established
Illinois since 08/28/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (21 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HOLISTIC WM HOLDINGS LLCMANAGING MEMBER
FIGUEROA, ANGELIQUE ELIZABETHCHIEF COMPLIANCE OFFICER/ANTI MONEY LAUNDERING COMPLIANCE OFFICER3126583
MACIEL PERRONI, GONZALO EDUARDOCEO/POO7319656
TORRES, ANA MARIAFINOP/PFO6415095

Disclosures

Regulatory Event3

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

HOLISTIC BROKERAGE, LLC

CRD#: 46001Miami, FL 33131

TRUST BUT VERIFY

Monitor Luis Venini

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Noah Philip Alweiss
Noah AlweissAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Miami, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics