Albert Rovira Domenech

MERIDIANA

ANDORRA LA VELLA, AD500

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CRD#: 7768750

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.

Administraci�n MFO, SLU. Non-investment related. Avda. Meritxell 76, 1-3, Andorra la Vella, AD500. Administrative services. Advisor. January 2023. 40 hours/week. 3 hours. I am a advisor for the firm providing services to Meridiana MFO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Rovira Domenech'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

June 30, 2023 - Present

MERIDIANA

Office #1: Av Meritxell 76 1ro 3ra, Andorra La Vella, AD500

RIA

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MERIDIANA

MERIDIANA | MERIDIANA MFO LLC

CRD#: 306237 / SEC#: 801-117687

RIA

Registered Investment Advisory firm - (11/26/2019 Approved)

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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

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A MERIDIANA MFO LLC (1/22/2025)

Regulatory assets under management

Total Number of Accounts	141
AUM (Assets Under Management)	$ 406,978,450

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.

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Albert Rovira Domenech

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Rovira Domenech's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIDIANA

Primary Firm SEC Registration

MERIDIANA

State Registrations and Notice Filings

Exams

Current Firm

MERIDIANA

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIDIANA

TRUST BUT VERIFY

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