Ruben M. Millares
MILLARES ASSET MANAGEMENT
Coral Gables, FL 33146
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CRD#: 5395045
Professional summary
Ruben Manuel Millares, CFP® is a registered financial advisor currently at MILLARES ASSET MANAGEMENT, LLC located in Coral Gables, Florida.
Ruben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ruben has worked at 1 firm .
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.
PASTORITA, LLC 500 SOUTH DIXIE HIGHWAY SUITE 201 CORAL GABLES, FL 33146 NON-INVESTMENT RELATED REAL ESTATE PROPERTY DECEMBER 2013 - PRESENT MANAGING MEMBER DEVOTES APPROXIMATELY 2 HOURS PER MONTH TO THIS BUSINESS OHIO AWNING BUILDING, LLC 500 SOUTH DIXIE HIGHWAY SUITE 201 CORAL GABLES FL 33146 NON-INVESTMENT RELATED SEPTEMBER 2014 - PRESENT MEMBER (NON-MANAGING) DEVOTES APPROXIMATELY TWO HOURS PER MONTH TO THIS BUSINESS RIVERSIDE LOFTS, LLC MIAMI, FL NON-INVESTMENT RELATED REAL ESTATE PROPERTY FEBRUARY 2018 - PRESENT MANAGING MEMBER DEVOTES APPROXIMATELY 5 HOURS PER MONTH TO THESE DUTIES. RIVERSIDE CORRIDOR, LLC MIAMI, FL NON-INVESTMENT RELATED REAL ESTATE PROPERTY OCTOBER 2018 - PRESENT MANAGING MEMBER DEVOTES APPROXIMATELY 1 HOUR PER MONTH TO BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Ruben Manuel Millares'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®
CFP®
Start date: 2008
Experience
Current
February 12, 2009 - Present
MILLARES ASSET MANAGEMENT, LLC
Office #1: 500 South Dixie Highway, Suite 201, Coral Gables, FL 33146RIA
CRD#: 144620
Coral Gables, 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".
MA
MILLARES ASSET MANAGEMENT, LLC
MILLARES ASSET MANAGEMENT, LLC
CRD#: 144620 / SEC#: 801-96296
RIA
Registered Investment Advisory firm - (5/15/2015 Approved)Florida
Registered Investment Advisory firm - (5/27/2015 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(2/12/2009)
IAR
Texas(8/18/2025)
Exams
Current Firm
MA
MILLARES ASSET MANAGEMENT, LLC
MILLARES ASSET MANAGEMENT, LLC
CRD#: 144620 / SEC#: 801-96296
RIA
Registered Investment Advisory firm - (5/15/2015 Approved)Florida
Registered Investment Advisory firm - (5/27/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
500 South Dixie Highway, Suite 201, Coral Gables, FL 33146
Mailing Address
Phone number
(305) 662-9649
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 145 |
| AUM (Assets Under Management) | $ 200,335,495 |
Red Flags
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Company Information
MILLARES ASSET MANAGEMENT, LLC
CRD#: 144620Coral Gables, FL 33146TRUST BUT VERIFY
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