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Pedro A Palma

APEX INVESTMENTS MANAGEMENT US, LLC·COCONUT GROVE, Florida
SIE, Series 7, Series 24, Series 63, Series 79TOClean recordAPEX INVESTMENTS MANAGEMENT US, LLC
2665 SOUTH BAYSHORE DRIVE, COCONUT GROVE, FL 33133CRD# 4886306Firm CRD# 322874

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Pedro A Palma · COCONUT GROVE, FL
Registration
CRD #4886306 · APEX INVESTMENTS MANAGEMENT US, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
APEX INVESTMENTS MANAGEMENT US, LLC
CRD 322874 · SEC 801-126559
AUM
$134M
Regulatory assets under management
Employees
4
1 client accounts
Services offered by APEX INVESTMENTS MANAGEMENT US, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at APEX INVESTMENTS MANAGEMENT US, LLC →
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Frequently Asked Questions

What services does Pedro A Palma offer?
Pedro A Palma specializes in Retirement Planning. Contact their office in COCONUT GROVE, Florida for a consultation.
What are Pedro A Palma's credentials?
Pedro A Palma is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Pedro A Palma located?
Pedro A Palma is based in COCONUT GROVE, Florida, working with APEX INVESTMENTS MANAGEMENT US, LLC. Their office serves clients in the COCONUT GROVE metropolitan area and surrounding communities.
How does Pedro A Palma charge for services?
Pedro A Palma's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEX INVESTMENTS MANAGEMENT US, LLC?
APEX INVESTMENTS MANAGEMENT US, LLC has approximately 4 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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