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AP

Antonella Pisano Contreras

FOLIONET ADVISERS LLC
Miami, FL 33131
Some features on this profile are disabled
CRD#: 7510808
AP

Professional summary


Antonella Pisano Contreras is a registered financial advisor currently at FOLIONET ADVISERS LLC located in Miami, Florida and FOLIONET FINANCIAL LLC located in Miami, Florida.

Antonella is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Antonella has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

top-8-questions

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 Antonella Pisano Contreras'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®
None

Experience


Current

November 8, 2023 - Present

FOLIONET ADVISERS LLC

Office #1: 1221 Brickell Ave. Ste. 900, Miami, FL 33131
RIA
CRD#: 300145
Miami, FL
Current

March 8, 2022 - Present

FOLIONET FINANCIAL LLC

Office #1: 1221 Brickell Avenue, Suite 900, Miami, FL 33131
BD
CRD#: 283965
Miami, FL

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.
RR
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

RR
Florida
(3/8/2022)
IAR
Florida
(11/8/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/22/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/4/2022
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FA
FOLIONET ADVISERS LLC
FOLIONET ADVISERS LLC | SANTOS CAPITAL ADVISERS LLC

CRD#: 300145 / SEC#:

Florida
Registered Investment Advisory firm - (7/26/2019 Approved)
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Contact information


Main Address
1221 Brickell Ave. Ste. 900, Miami, FL 33131
Mailing Address
Phone number
(305) 432-2290
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts651
AUM (Assets Under Management)$ 10,640,492

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.

Company Information


FOLIONET ADVISERS LLC

CRD#: 300145Miami, FL 33131

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