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Bernardo Marti

WE FAMILY OFFICES
Coral Gables, FL 33134
Some features on this profile are disabled
CRD#: 7514201
BM

Professional summary

Bernardo Marti is a registered financial advisor currently at WE FAMILY OFFICES located in Coral Gables, Florida.

Bernardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Bernardo has worked at 1 firm and has passed the Series 65, Series 66 and SIE 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 Bernardo Marti'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

November 2, 2023 - Present

WE FAMILY OFFICES

Office #1: 2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134
RIA
CRD#: 109869
Coral Gables, 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".
WF
WE FAMILY OFFICES
GENSPRING FAMILY OFFICES | WE FAMILY OFFICES | W.E. FAMILY OFFICES, LLC | TBK INVESTMENTS, INC. | GENSPRING INTERNATIONAL LLC | GENSPRING FAMILY OFFICES INTERNATIONAL LLC

CRD#: 109869 / SEC#: 801-60025

RIA
Registered Investment Advisory firm - (2/14/2001 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
(11/2/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/14/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/11/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/11/2021
Securities Industry Essentials Examination

Current Firm

WF
WE FAMILY OFFICES
GENSPRING FAMILY OFFICES | WE FAMILY OFFICES | W.E. FAMILY OFFICES, LLC | TBK INVESTMENTS, INC. | GENSPRING INTERNATIONAL LLC | GENSPRING FAMILY OFFICES INTERNATIONAL LLC

CRD#: 109869 / SEC#: 801-60025

RIA
Registered Investment Advisory firm - (2/14/2001 Approved)
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Contact information

Main Address
2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 825-2225
Established
Firm type
Fiscal year end
# of Employees
63

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WE FAMILY OFFICES FORM ADV 2A BROCHURE 3-31-2025 (3/30/2025)

Regulatory assets under management

Total Number of Accounts107
AUM (Assets Under Management)$ 15,364,800,717

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

WE FAMILY OFFICES

CRD#: 109869Coral Gables, FL 33134

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