Marina Arias

HOLISTIC ASSET MANAGEMENT

Buenos Aires,

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CRD#: 8042245

Professional summary

Marina Arias, who also goes by Marina Arias Etchebarne, Marina Etchebarne, is a registered financial advisor currently at HOLISTIC ASSET MANAGEMENT, LLC and HOLISTIC BROKERAGE, LLC located in Miami, Florida.

Marina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Marina has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Marina Arias Etchebarne | Marina Etchebarne

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.

HLP Partners - Research analyst - 09/01/2025 - CABA, Argentina - 20hrs/mo - 20hrs/mo during Business Hrs - Yes Business Related - Producer Agent - Research - Salary Holistic Brokerage Inc - Research Analyst - 05/01/2017 - Panam� - 35hrs/mo - 35hrs/mo during Business Hrs - Yes Business Related - Broker dealer - Analyze markets and write general research reports on weekly basis - Salary Holistic Brokerage LLC - Broker - 05/01/2025 - Miami, FL - 40hrs/mo - 40hrs/mo during Business Hrs - Yes Business Related - broker dealer - Description Compensation1= - Fees Holistic Asset Management, LLC - CIO - 08/2026 - Miami, FL - 80hrs/mo - 80hrs/mo during Business Hrs - Yes Business Related - Asset Manager - Description Compensation1= - Salary

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marina Arias'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®

None

Experience

Current

September 4, 2026 - Present

HOLISTIC ASSET MANAGEMENT, LLC

RIA

CRD#: 156789

Buenos Aires,

Current

March 6, 2025 - Present

HOLISTIC BROKERAGE, LLC

Office #1: 800 Brickell Ave Suite 502, Miami, FL 33131

CRD#: 46001

MIAMI, FL

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.

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

Florida
(4/22/2026)

IAR

Florida
(9/4/2026)

New York
(4/22/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 4/9/2026

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 3/6/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 4/10/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

HOLISTIC ASSET MANAGEMENT, LLC

ADCAP ASSET MANAGEMENT, LLC | LATMARK ASSET MANAGEMENT, LLC | HOLISTIC ASSET MANAGEMENT, LLC

CRD#: 156789 / SEC#:

Florida

Registered Investment Advisory firm - (8/5/2011 Approved)

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Contact information

Main Address

800 Brickell Ave Suite 502, Miami, FL 33131

Mailing Address

Phone number

(305) 374-1177

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 48,826,592

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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Marina Arias

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marina Arias's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOLISTIC ASSET MANAGEMENT, LLC

HOLISTIC BROKERAGE, LLC

State Registrations and Notice Filings

Exams

Series 66

Passed: 4/9/2026

Series 7TO

Passed: 3/6/2025

SIE

Passed: 4/10/2024

FINRA

Current Firm

HOLISTIC ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HOLISTIC ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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