Rene J. Negron

BIGSUR PARTNERS

MIAMI, FL 33131

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CRD#: 6493091

Professional summary

Rene Jesus Negron is a registered financial advisor currently at BIGSUR PARTNERS, LLC located in Miami, Florida.

Rene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Rene has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 79 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rene Jesus Negron'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

June 1, 2022 - Present

BIGSUR PARTNERS, LLC

Office #1: 1441 Brickell Avenue Suite 1450, Miami, FL 33131

RIA

CRD#: 146511

MIAMI, FL

Past

July 19, 2016 - July 13, 2018

EVERCORE GROUP L.L.C.

CRD#: 42405

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".

BIGSUR PARTNERS, LLC

BIGSUR PARTNERS, LLC | BIGSUR WEALTH MANAGEMENT, LLC

CRD#: 146511 / SEC#: 801-69024

RIA

Registered Investment Advisory firm - (4/3/2008 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
(6/1/2022)

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 65

Date: 5/23/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/23/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 7/19/2016

Investment Banking Registered Representative Examination

Current Firm

BIGSUR PARTNERS, LLC

BIGSUR PARTNERS, LLC | BIGSUR WEALTH MANAGEMENT, LLC

CRD#: 146511 / SEC#: 801-69024

RIA

Registered Investment Advisory firm - (4/3/2008 Approved)

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Contact information

Main Address

1441 Brickell Avenue Suite 1450, Miami, FL 33131

Mailing Address

Phone number

(305) 740-6777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BIGSUR ADV BROCHURE - JANUARY 2024 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	232
AUM (Assets Under Management)	$ 1,285,088,640

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.

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Rene J. Negron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rene Jesus Negron's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIGSUR PARTNERS, LLC

EVERCORE GROUP L.L.C.

Primary Firm SEC Registration

BIGSUR PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/23/2022

Series 63

Date: 7/23/2016

SIE

Date: 7/13/2018

Series 79

Date: 7/19/2016

Current Firm

BIGSUR PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BIGSUR PARTNERS, LLC

TRUST BUT VERIFY

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