Paulina Crosta Berrutti

LATIN SECURITIES

Montevideo,

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CRD#: 7042940

Professional summary

Paulina Crosta Berrutti Ms., who also goes by Paulina Crosta Ms., Paulina Crosta, Paulina Crosta Berrutti, is a registered financial advisor currently at LATIN SECURITIES INC. .

Paulina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Paulina has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paulina Crosta Ms. | Paulina Crosta | Paulina Crosta Berrutti

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 Paulina Crosta Berrutti Ms.'s CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Paulina Crosta Berrutti Ms.'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

October 24, 2024 - Present

LATIN SECURITIES INC.

RIA

CRD#: 164117

Montevideo,

Current

June 10, 2024 - Present

LATIN SECURITIES INC.

RIA

CRD#: 164117

Montevideo,

Past

February 27, 2019 - February 20, 2024

BOLTON GLOBAL CAPITAL

CRD#: 15650

MONTEVIDEO,

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.

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

Florida
(6/10/2024)

IAR

Florida
(10/24/2024)

Illinois
(10/23/2024)

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

State Security Law Exam

IAR

Series 66

Date: 10/17/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/17/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/6/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

LATIN SECURITIES INC.

KOVACK INTERNATIONAL SECURITIES INC | LATIN SECURITIES, INC. | LATIN SECURITIES INC. | LATIN SECURITIES INC | KOVACK INTERNATIONAL WEALTH MANAGEMENT, INC.

CRD#: 164117 / SEC#: , 8-69086

Delaware

Registered Investment Advisory firm - SEC (11/28/2023 Approved)

Florida

Registered Investment Advisory firm - SEC (6/29/2023 Approved)

Wyoming

Registered Investment Advisory firm - SEC (10/30/2023 Approved)

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

100 Se 2nd Street, Suite #3975, Miami, FL 33131

Mailing Address

100 Se 2nd Street, Suite #3975, Miami, FL 33131

Phone number

(786) 579-0234

Established

Florida since 01/02/2012

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (14 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
LATIN SECURITIES HOLDINGS, LLC	SHAREHOLDER
DAGLIO, ALINA ANASTASIA	CCO	7470112
PINILLA, JUAN ANDRES	CEO	734534
RAMIREZ, SEBASTIAN	CIO	6181852
VELASQUEZ ELNESER, FARID ANDRES	FINOP	4865394
VICTORICA GARCIA, PATRICIA	COO	2788122

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 25,162,061

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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Paulina Crosta Berrutti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paulina Crosta Berrutti Ms.'s CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Paulina Crosta Berrutti Ms.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

LATIN SECURITIES INC.

LATIN SECURITIES INC.

BOLTON GLOBAL CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 10/17/2024

Series 7TO

Date: 1/17/2019

SIE

Date: 11/6/2018

FINRA

Current Firm

LATIN SECURITIES INC.

Contact information

FINRA licenses (14 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

LATIN SECURITIES INC.

TRUST BUT VERIFY

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