Meritxell Pons-torres
Professional Summary
Meritxell Pons-torres is a registered financial advisor currently at CREAND MANAGEMENT located in Miami, Florida and CREAND SECURITIES located in Miami, Florida. Meritxell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Meritxell has worked at 2 firms and has passed the Series 66, Series 3, SIE, Series 87 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
BETA CAPITAL MANAGEMENT LLC | CREAND WEALTH MANAGEMENT | CREAND MANAGEMENT
Contact Information
Main Address
777 Brickell Avenue Suite 1201, Miami, FL 33131Phone Number
(305) 358-8844# of Employees
16SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
134AUM (Assets Under Management)
$506,620,317Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/09/2026 | Cover Page | Report |
| 10/24/2025 | Cover Page | Report |
| 04/17/2025 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
BETA CAPITAL MANAGEMENT LLC | CREAND WEALTH MANAGEMENT | CREAND MANAGEMENT
State Registrations and Notice Filings
(11/11/2014)
(7/9/2015)
(4/12/2024)
(6/30/2015)
(4/12/2024)
(4/12/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Jul 2015About the Series 87 examSRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Meritxell Pons-torres's CRS (Customer Relationship Summary).
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