Unclaimed Profile

Jose Leon Maya

STATETRUST CAPITAL, LLC.·BOCA RATON, Florida

SIE, Series 3, Series 7, Series 63, Series 65, Series 99TO19 years registeredSTATETRUST CAPITAL, LLC.

1750 CLINT MOORE ROAD, BOCA RATON, FL 33487CRD# 1793189Firm CRD# 114052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jose Leon Maya · BOCA RATON, FL

Registration

CRD #1793189 · STATETRUST CAPITAL, LLC. · 19 years registered

Brand Profile

Not yet started

Career History

STATETRUST CAPITAL, LLC.

Oct 2006 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · October 25, 2006

Years registered · 19

Disclosure History

2001Customer Dispute·Denied

1994Customer Dispute·Settled

1991Employment Separation After Allegations

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

STATETRUST CAPITAL, LLC.

CRD 114052 · SEC 801-60478

AUM

$101M

Regulatory assets under management

Employees

306 client accounts

Services offered by STATETRUST CAPITAL, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STATETRUST CAPITAL, LLC. →

Introduction

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Frequently Asked Questions

What services does Jose Leon Maya offer?

Jose Leon Maya specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Jose Leon Maya's credentials?

Jose Leon Maya is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jose Leon Maya located?

Jose Leon Maya is based in BOCA RATON, Florida, working with STATETRUST CAPITAL, LLC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Jose Leon Maya charge for services?

Jose Leon Maya's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STATETRUST CAPITAL, LLC.?

STATETRUST CAPITAL, LLC. has approximately 6 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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