PM
Pablo Matte
INVERSIONES SURA
Santiago, 7560969
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CRD#: 7480343
PM
Professional summary
Pablo Matte, who also goes by Pablo Matte Roos, is a registered financial advisor currently at INVERSIONES SURA .
Pablo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Pablo has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pablo Matte Roos
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.
MAFER Florida Investment LLC. 7901 4TH ST N, STE 4000, ST. PETERSBURG, FL 33702. Holding company for personal investments. No compensation. 1hr per quarter. Manager/member MAFER FL INV ONE LLC. 2141 N COMMERCE PKWY, SUITE 134, WESTON, FL 33326. Personal investment company for personal investments. No compensation. 1hr per quarter. Manager/member MAFER FL INV II LLC. 100 SE 3RD AVENUE, SUITE 1000, FORT LAUDERDALE, FL 33394. Commercial Cleaning company. No compensation. 2hr per year. Member
CRS (Client Relationship Summary) - RIA
Click below to view Pablo Matte'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
May 17, 2022 - Present
INVERSIONES SURA
Office #1: Apoquindo 4820, Piso 19 Las Condes, Santiago 7560969RIA
CRD#: 318065
Santiago,
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".
IS
INVERSIONES SURA
INVERSIONES SURA | INVERSIONES SURA SOLUCIONES INTERNACIONALES | INVERSIONES SURA CORP
CRD#: 318065 / SEC#: 801-132240
RIA
Registered Investment Advisory firm - (4/10/2025 Approved)Florida
Registered Investment Advisory firm - (4/14/2025 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(5/17/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
IS
INVERSIONES SURA
INVERSIONES SURA | INVERSIONES SURA SOLUCIONES INTERNACIONALES | INVERSIONES SURA CORP
CRD#: 318065 / SEC#: 801-132240
RIA
Registered Investment Advisory firm - (4/10/2025 Approved)Florida
Registered Investment Advisory firm - (4/14/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1395 Brickell Avenue Suite 800, Miami, FL 33131
Mailing Address
Phone number
(305) 448-0014
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 251 |
| AUM (Assets Under Management) | $ 103,037,572 |
Red Flags
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Company Information
INVERSIONES SURA
CRD#: 318065Santiago 7560969TRUST BUT VERIFY
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