Eduardo I. Brender

ACTIVEST WEALTH MANAGEMENT | Managing Director

Aventura, FL 33180

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CRD#: 5425441

Professional summary

Eduardo Isaac Brender, who also goes by Eduardo Issac Brender, is a registered financial advisor currently at ACTIVEST WEALTH MANAGEMENT, LLC located in Aventura, Florida.

Eduardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Eduardo has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Loans/credit services

Trading individual securities

Financial planning

Insurance

Retirement planning

What is your current number of clients?

Under 100

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Eduardo Issac Brender

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.

1. Haia Holdings LLC; investment-related; 3370 Hidden Bay Drive, Unit 709, Aventura, FL 33180; Holding Company for Real Estate; Manager since 2008; 0 hours devoted to this business. 2. ESB26 LLC; Investment related Yes; FL; 3409 Hollywood Oaks, Drive, Hollywood, FL 33312; Holding Company for passive Real Estate Investments; Manager since; November 2018; 0 hours devoted to this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eduardo Isaac Brender'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

April 16, 2024 - Present

ACTIVEST WEALTH MANAGEMENT, LLC

Office #1: 20900 Ne 30 Avenue Suite 311, Aventura, FL 33180

RIA

CRD#: 156150

Aventura, FL

Past

January 26, 2015 - April 30, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Aventura, FL

Past

January 21, 2015 - January 21, 2015

MORGAN STANLEY

RIA

CRD#: 149777

Aventura, FL

Past

January 21, 2015 - April 30, 2024

MORGAN STANLEY

CRD#: 149777

Aventura, FL

Past

January 29, 2010 - February 6, 2015

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

MIAMI, FL

Past

January 8, 2010 - February 6, 2015

RBC CAPITAL MARKETS, LLC

CRD#: 31194

MIAMI, FL

Past

October 5, 2007 - December 31, 2008

HAPOALIM SECURITIES USA, INC.

CRD#: 266

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".

ACTIVEST WEALTH MANAGEMENT, LLC

CRD#: 156150 / SEC#: 801-113430

RIA

Registered Investment Advisory firm - (6/14/2018 Approved)

Florida

Registered Investment Advisory firm - (8/8/2018 Terminated)

Texas

Registered Investment Advisory firm - (8/8/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(4/22/2024)

IAR

New York
(4/23/2024)

IAR

Texas
(4/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/19/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/4/2007

General Securities Representative Examination

Current Firm

ACTIVEST WEALTH MANAGEMENT, LLC

CRD#: 156150 / SEC#: 801-113430

RIA

Registered Investment Advisory firm - (6/14/2018 Approved)

Florida

Registered Investment Advisory firm - (8/8/2018 Terminated)

Texas

Registered Investment Advisory firm - (8/8/2018 Terminated)

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Contact information

Main Address

20900 Ne 30 Avenue Suite 311, Aventura, FL 33180

Mailing Address

Phone number

(954) 399-8121

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACTIVEST WEALTH MANAGEMENT, LLC FORM ADV PART 2 (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,574
AUM (Assets Under Management)	$ 1,016,538,348

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Eduardo I. Brender

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eduardo Isaac Brender's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

HAPOALIM SECURITIES USA, INC.

Primary Firm SEC Registration

ACTIVEST WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/19/2010

SIE

Date: 10/1/2018

Series 7

Date: 10/4/2007

Current Firm

ACTIVEST WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACTIVEST WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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