RV
Roberto Vainrub
EVOLUTION WEALTH ADVISORS
Aventura, FL 33180
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CRD#: 5962401
RV
Professional summary
Roberto Vainrub is a registered financial advisor currently at EVOLUTION WEALTH ADVISORS, LLC located in Aventura, Florida.
Roberto is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Roberto has worked at 2 firms and has passed the Series 65 exam.
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.
1. MERCANTIL GROUP (Non Investment-Related): Aprox hours/month: 12; Number of hours/month during trading hours: 12
Includes:
a. Mercantil Servicios Financieros (Holding Company of financial services) and Mercantil, C.A. Banco Universal (Bank); Address: Caracas, Venezuela; External Director; Start May 2005
b. Mercantil Florida Bancorp Inc. (Bank); Address: Coral Gables, Fl; External Director; Start 2009
2. FARMATODO GROUP (Non Investment-Related): Aprox. hours/month 6; Number of hours/month during trading hours: 6
Includes:
a. Farmatodo C.A. (Drugstore chain); Address: Caracas, Venezuela; Senior Board Advisor; Start June 2009
b. Farmatodo Colombia S.A. (Drugstore chain); Address: Bogota D.C., Colombia; Director; Start June 2009
c. Premier Pharma Holding S.L.U. (Holding company); Address: Madrid, Spain; Director; Start June 2009
3. Roberto Vainrub serves as Trustee for several Trusts for both family members and friends; Aprox. hours/month: 0; Number of hours/month during trading hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view Roberto Vainrub'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®
NoneExperience
Current
September 8, 2017 - Present
EVOLUTION WEALTH ADVISORS, LLC
Office #1: 20900 Ne 30th Avenue Suite 517, Aventura, FL 33180RIA
CRD#: 285142
Aventura, FL
Past
August 30, 2011 - April 27, 2018
FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC
RIA
CRD#: 105667
AVENTURA, 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".
EW
EVOLUTION WEALTH ADVISORS, LLC
EVOLUTION WEALTH ADVISORS, LLC | EWA
CRD#: 285142 / SEC#: 801-111646
RIA
Registered Investment Advisory firm - (9/8/2017 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(9/15/2017)
IAR
Texas(9/8/2017)
Current Firm
EW
EVOLUTION WEALTH ADVISORS, LLC
EVOLUTION WEALTH ADVISORS, LLC | EWA
CRD#: 285142 / SEC#: 801-111646
RIA
Registered Investment Advisory firm - (9/8/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20900 Ne 30th Avenue Suite 517, Aventura, FL 33180
Mailing Address
Phone number
(305) 921-4740
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 909 |
| AUM (Assets Under Management) | $ 1,310,126,625 |
Red Flags
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Company Information
EVOLUTION WEALTH ADVISORS, LLC
CRD#: 285142Aventura, FL 33180TRUST BUT VERIFY
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