AS
Ariana Sher
GOI
Barcelona, 08005
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CRD#: 7848236
AS
Professional summary
Ariana Sher is a registered financial advisor currently at GOI .
Ariana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ariana has worked at 1 firm and has passed the Series 65 exam.
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.
1) Douglas Elliman - Not Investment Related - 575 Madison Avenue, Floor 6, New York, NY 10022 - Real Estate Salesperson - 4/19/2024 - 10 Hours per month - 10 during securities trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Ariana Sher'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
January 19, 2024 - Present
GOI
Office #1: Carrer De La Marina 16-18 27th Floor, Barcelona 08005RIA
CRD#: 319494
Barcelona,
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
New York(1/19/2024)
Current Firm
GO
GOI
GLOBAL OPPORTUNE INVESTMENTS LLC | GOI | GLOBAL OPPORTUNISTIC INVESTMENT LLC
CRD#: 319494 / SEC#: 801-123654
RIA
Registered Investment Advisory firm - (12/13/2022 Terminated)California
Registered Investment Advisory firm - (3/23/2023 Approved)Florida
Registered Investment Advisory firm - (12/8/2022 Approved)New York
Registered Investment Advisory firm - (2/2/2023 Approved)Texas
Registered Investment Advisory firm - (12/20/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
801 Brickell Avenue 8th Floor, Miami, FL 33131
Mailing Address
Phone number
(888) 464-4742
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 168 |
| AUM (Assets Under Management) | $ 72,034,905 |
Red Flags
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Company Information
GOI
CRD#: 319494Barcelona 08005TRUST BUT VERIFY
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