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MS

Marcela D. Sanchez Rojas

DAVIVIENDA ADVISORS
Miami, FL 33131
Some features on this profile are disabled
CRD#: 5205916
MS

Professional summary

Marcela Del Pilar Sanchez Rojas, who also goes by Marcela Sanchez, Marcela Sanchez Rojas, is a registered financial advisor currently at DAVIVIENDA ADVISORS located in Miami, Florida.

Marcela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Marcela has worked at 6 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marcela Sanchez | Marcela Sanchez Rojas

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 Marcela Del Pilar Sanchez Rojas'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 14, 2023 - Present

DAVIVIENDA ADVISORS

Office #1: 1110 Brickell Avenue Suite 900b, Miami, FL 33131
RIA
CRD#: 319755
Miami, FL
Past

October 11, 2021 - December 16, 2021

STONEX INTERNATIONAL ADVISORS INC

RIA
CRD#: 153799
MIAMI, FL
Past

August 2, 2021 - December 16, 2021

STONEX INTERNATIONAL SECURITIES INC.

BD
CRD#: 146667
MIAMI, FL
Past

September 9, 2013 - August 12, 2021

AMERANT INVESTMENTS, INC.

BD
CRD#: 117284
CORAL GABLES, FL
Past

June 8, 2010 - January 9, 2012

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
MIAMI, FL
Past

June 12, 2009 - August 11, 2009

SKANDIA SECURITIES AMERICAS, INC.

BD
CRD#: 126822
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".
DA
DAVIVIENDA ADVISORS
DAVIVIENDA ADVISORS | DAVIVIENDA INVESTMENT ADVISOR USA LLC

CRD#: 319755 / SEC#: 801-127034

RIA
Registered Investment Advisory firm - (12/13/2022 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
Florida
(3/14/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/16/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/26/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/11/2009
General Securities Representative Examination

Current Firm

DA
DAVIVIENDA ADVISORS
DAVIVIENDA ADVISORS | DAVIVIENDA INVESTMENT ADVISOR USA LLC

CRD#: 319755 / SEC#: 801-127034

RIA
Registered Investment Advisory firm - (12/13/2022 Approved)
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Contact information

Main Address
1110 Brickell Avenue Suite 900b, Miami, FL 33131
Mailing Address
Phone number
(786) 238-7925
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (1 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

DAVIVIENDA ADVISORS WRAP FEE BROCHURE - 032025 (3/31/2025)
DAVIVIENDA ADVISORS 2A BROCHURE - 032025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts126
AUM (Assets Under Management)$ 109,155,203

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

DAVIVIENDA ADVISORS

CRD#: 319755Miami, FL 33131

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