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Morris Mattout Guindi

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS)
Panama City, 0801
Some features on this profile are disabled
CRD#: 7854440
MM

Professional summary

Morris Mattout Guindi, who also goes by Morris Mattout, is a registered financial advisor currently at EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. and EFG CAPITAL INTERNATIONAL .

Morris is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Morris has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Morris Mattout

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 Morris Mattout Guindi'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

January 29, 2025 - Present

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

Office #1: Torre Argos 2nd Floor Santa Maria Business District, Panama City, 0801
RIA
CRD#: 158905
Panama City,
Current

February 20, 2024 - Present

EFG CAPITAL INTERNATIONAL

Office #1: Torre Argos 2nd Floor Santa Maria Business District, Panama City
BD
CRD#: 40118
Panama City,

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".
EP
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.
EFG ASSET MANAGEMENT (AMERICAS) CORP | EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | EFG ASSET MANAGEMENT (US) CORP | EFG ASSET MANAGEMENT (AMERICAS) CORP.

CRD#: 158905 / SEC#: 801-72773

RIA
Registered Investment Advisory firm - (10/3/2011 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.
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
(2/20/2024)
IAR
Florida
(1/29/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/6/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/20/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/18/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

EP
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.
EFG ASSET MANAGEMENT (AMERICAS) CORP | EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | EFG ASSET MANAGEMENT (US) CORP | EFG ASSET MANAGEMENT (AMERICAS) CORP.

CRD#: 158905 / SEC#: 801-72773

RIA
Registered Investment Advisory firm - (10/3/2011 Approved)
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Contact information

Main Address
701 Brickell Avenue Suite 1310, Miami, FL 33131
Mailing Address
Phone number
(305) 482-8000
Established
Firm type
Fiscal year end
# of Employees
44

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EFGAM WRAP FEE PROGRAM BROCHURE NOVEMBER 2024 (12/10/2025)
EFGAM FORM ADV 2A OCTOBER 2025 (12/10/2025)

Regulatory assets under management

Total Number of Accounts678
AUM (Assets Under Management)$ 1,915,401,213

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

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

CRD#: 158905Panama City 0801

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