AR
Albert Rovira Domenech
MERIDIANA
ANDORRA LA VELLA, AD500
Some features on this profile are disabled
CRD#: 7768750
AR
Professional summary
Albert Rovira Domenech, who also goes by Albert Rovira, is a registered financial advisor currently at MERIDIANA .
Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Albert has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Albert Rovira
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.
CRS (Client Relationship Summary) - RIA
Click below to view Albert Rovira Domenech'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
June 30, 2023 - Present
MERIDIANA
Office #1: Av Meritxell 76 1ro 3ra, Andorra La Vella, AD500RIA
CRD#: 306237
ANDORRA LA VELLA,
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".
ME
MERIDIANA
MERIDIANA | MERIDIANA MFO LLC
CRD#: 306237 / SEC#: 801-117687
RIA
Registered Investment Advisory firm - (11/26/2019 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(6/30/2023)
Exams
Current Firm
ME
MERIDIANA
MERIDIANA | MERIDIANA MFO LLC
CRD#: 306237 / SEC#: 801-117687
RIA
Registered Investment Advisory firm - (11/26/2019 Approved)PREMIUM
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Contact information
Main Address
2600 S. Douglas Rd. Suite 908, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 448-0014
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 152 |
| AUM (Assets Under Management) | $ 441,877,759 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
