FIND A VESTRA ADVISORS, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 327907
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for VESTRA ADVISORS, LLC Comes From
Understanding the Statistics for VESTRA ADVISORS, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
5201 E. Blue Lagoon Drive 8th Floor, Miami, FL 33126
Mailing Address
5201 E. Blue Lagoon Drive 8th Floor, Miami, FL 33126
Firm Size
Small
Phone Number
(917) 747-0580
Established
Delaware since 05/09/2023
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at VESTRA ADVISORS, LLC
RM
Richard Louis Moriarty
RR
CRD#: 2154415
Location:
Miami, FL 33126
Company:
VESTRA ADVISORS, LLC
Disclosures:
Experience:
34 years
AV
Alexander Ward Vuksich
RR
CRD#: 5683995
Location:
Miami, FL 33126
Company:
VESTRA ADVISORS, LLC
Disclosures:
Experience:
15 years
BK
Bryan Patrick Kuhn
RR
CRD#: 5938486
Location:
Miami, FL 33126
Company:
VESTRA ADVISORS, LLC
Disclosures:
Experience:
14 years
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