Yesenia Realejo
TOBIAS FINANCIAL ADVISORS
Plantation, FL 33324
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CRD#: 6445232
Professional summary
Yesenia Realejo, CFP®, who also goes by Yesenia Ramirez, is a registered financial advisor currently at TOBIAS FINANCIAL ADVISORS located in Plantation, Florida.
Yesenia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Yesenia has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Yesenia Realejo, CFP® serves as a Wealth Advisor. In this role, Yesenia focuses on managing relationships with families to ensure they are on track to meet their goals. By maintaining proactive contact with our families, she can understand their unique circumstances and provide comprehensive wealth management. She not only creates their financial plan but also helps implement long-term changes to strengthen their financial position and sense of security. These plans can include anything related to their financial house, ranging from estate planning and asset distribution across generations to tax optimization strategies and retirement planning.
Yesenia serves as the Treasurer of Take Stock in Children of Broward Country and dedicates her time helping students on their path toward higher education and economic success. As someone who grew up in similar circumstances as the children served by Take Stock, she finds it incredibly important to provide opportunities and mentors to students who might otherwise lack a role model to help them realize their full potential. She is also a member of the National Association of Personal Financial Advisors (NAPFA).
Yesenia is a native of Miami, Florida and received her Bachelor of Science degree in Economics from Duke University. During the course of her college work, Yesenia participated in the DukeEngage intern program that took her to South America where she was instrumental in streamlining the loan process for local business owners. Through this experience, Yesenia developed a passion for helping others achieve their financial goals. After graduation, she worked as a Registered Representative at Merrill Lynch.
Yesenia currently resides in Coconut Creek, Florida with her husband and their Corgi, Daisy. In her spare time, she enjoys practicing yoga, bike riding around her community, reading, and traveling.
Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Estate Planning
Small Business Planning
Comprehensive Financial Planni...
Retirement Income Management
Retirement Planning
Tax Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Yesenia Ramirez
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Yesenia Realejo'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: 2018
Experience
Current
September 11, 2018 - Present
TOBIAS FINANCIAL ADVISORS
Office #1: 1000 S. Pine Island Road Suite 450, Plantation, FL 33324RIA
CRD#: 104711
Plantation, FL
Past
November 19, 2015 - March 30, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
FORT LAUDERDALE, FL
Past
September 11, 2015 - March 30, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
FORT LAUDERDALE, 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".
TOBIAS FINANCIAL ADVISORS
BENJAMIN A. TOBIAS | TOBIAS FINANCIAL ADVISORS, INC. | TOBIAS FINANCIAL ADVISORS INC | TOBIAS FINANCIAL ADVISORS
CRD#: 104711 / SEC#: 801-33972
RIA
Registered Investment Advisory firm - (2/27/1989 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(9/11/2018)
IAR
Texas(10/23/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TOBIAS FINANCIAL ADVISORS
BENJAMIN A. TOBIAS | TOBIAS FINANCIAL ADVISORS, INC. | TOBIAS FINANCIAL ADVISORS INC | TOBIAS FINANCIAL ADVISORS
CRD#: 104711 / SEC#: 801-33972
RIA
Registered Investment Advisory firm - (2/27/1989 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1000 S. Pine Island Road Suite 450, Plantation, FL 33324
Mailing Address
Phone number
(954) 424-1660
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,967 |
| AUM (Assets Under Management) | $ 892,240,795 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2025 | ||
| 10/28/2024 | ||
| 07/28/2023 |
Red Flags
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Company Information
TOBIAS FINANCIAL ADVISORS
CRD#: 104711Plantation, FL 33324TRUST BUT VERIFY
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Contact information
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