BO
Bilay Ozgun
1818 PRIVATE CLIENT GROUP
Aventura, FL 33180
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CRD#: 7387967
BO
Professional summary
Bilay Ozgun is a registered financial advisor currently at 1818 PRIVATE CLIENT GROUP, LLC located in Aventura, Florida.
Bilay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Bilay has worked at 5 firms and has passed the Series 66, Series 7TO and SIE 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.
Active license as a Real Estate Sales Associate. I am just keeping my license active/valid with no transaction. My sales associate realtor license is active under, real estate-broker company, Brickell Broker's LLC, their office is 19505 Biscayne Blvd Suite 2350 Aventura FL 33180. Nature of the business is sell-buy-rent real estate properties. No time has been devoted to this business. Active License as Mortgage Loan Originator. I am just keeping my license active/valid with no transaction. It's under Ocal Capital , their office is 2814 Monroe St, Hollywood, FL,33020. No time has been devoted to this business. I, Bilay Ozgun, is the 100% owner of Bilay Ozgun LLC, which is real estate ownership related. No business activity. 1818 Private Client Group- Investment Related 2980 NE 207th Street Suite 809, Aventura Florida 33180. Advisory Services, Investment Advisor, 40 HRS per Week During trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Bilay Ozgun'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
September 3, 2025 - Present
1818 PRIVATE CLIENT GROUP, LLC
Office #1: 2980 Ne 207th St Suite 809, Aventura, FL 33180RIA
CRD#: 304110
Aventura, FL
Past
March 20, 2025 - July 1, 2025
MIURA INVESTMENT ADVISORS, INC
RIA
CRD#: 283148
MIAMI, FL
Past
August 6, 2024 - July 1, 2025
MIURA CAPITAL, LLC
BD
CRD#: 146193
MIAMI, FL
Past
April 4, 2023 - December 18, 2023
IDB CAPITAL CORP.
BD
CRD#: 106032
AVENTURA, FL
Past
January 1, 2022 - March 24, 2023
VALLEY FINANCIAL MANAGEMENT, INC.
BD
CRD#: 105387
AVENTURA, 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".
1P
1818 PRIVATE CLIENT GROUP, LLC
1818 PRIVATE CLIENT GROUP, LLC
CRD#: 304110 / SEC#: 801-132124
RIA
Registered Investment Advisory firm - (5/7/2025 Approved)Florida
Registered Investment Advisory firm - (6/13/2025 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.Highlighted states indicate IAR registrations
IAR
Florida(9/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/29/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
1P
1818 PRIVATE CLIENT GROUP, LLC
1818 PRIVATE CLIENT GROUP, LLC
CRD#: 304110 / SEC#: 801-132124
RIA
Registered Investment Advisory firm - (5/7/2025 Approved)Florida
Registered Investment Advisory firm - (6/13/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2980 Ne 207th St Suite 809, Aventura, FL 33180
Mailing Address
Phone number
(305) 684-8331
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 59 |
| AUM (Assets Under Management) | $ 107,905,169 |
Red Flags
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Company Information
1818 PRIVATE CLIENT GROUP, LLC
CRD#: 304110Aventura, FL 33180TRUST BUT VERIFY
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