MP
Meritxell Pons-torres
CREAND MANAGEMENT
Miami, FL 33131
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CRD#: 6329350
MP
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.
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.
Serve as Director of Asset Management for affiliate RIA, Creand Management (CRD No. 154894). Time allocated proportionately between Creand Securities and Creand Management.
CRS (Client Relationship Summary) - RIA
Click below to view Meritxell Pons-torres'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
July 9, 2015 - Present
CREAND MANAGEMENT
Office #1: 777 Brickell Avenue Suite 1201, Miami, FL 33131RIA
CRD#: 154894
Miami, FL
Current
August 20, 2014 - Present
CREAND SECURITIES
Office #1: 777 Brickell Avenue Suite 1201, Miami, FL 33131BD
CRD#: 38964
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".
CM
CREAND MANAGEMENT
BETA CAPITAL MANAGEMENT LLC | CREAND WEALTH MANAGEMENT | CREAND MANAGEMENT
CRD#: 154894 / SEC#: 801-106772
RIA
Registered Investment Advisory firm - (10/13/2015 Approved)Florida
Registered Investment Advisory firm - (10/23/2015 Terminated)Texas
Registered Investment Advisory firm - (10/23/2015 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(11/11/2014)
IAR
Florida(7/9/2015)
RR
New Jersey(4/12/2024)
RR
New York(6/30/2015)
RR
Puerto Rico(4/12/2024)
RR
Texas(4/12/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
CM
CREAND MANAGEMENT
BETA CAPITAL MANAGEMENT LLC | CREAND WEALTH MANAGEMENT | CREAND MANAGEMENT
CRD#: 154894 / SEC#: 801-106772
RIA
Registered Investment Advisory firm - (10/13/2015 Approved)Florida
Registered Investment Advisory firm - (10/23/2015 Terminated)Texas
Registered Investment Advisory firm - (10/23/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
777 Brickell Avenue Suite 1201, Miami, FL 33131
Mailing Address
Phone number
(305) 358-8844
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 140 |
| AUM (Assets Under Management) | $ 533,350,459 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 04/17/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CREAND MANAGEMENT
CRD#: 154894Miami, FL 33131TRUST BUT VERIFY
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