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Claudia Maria De La Paz Batlle

SEAVIEW INVESTMENT MANAGERS LLC·CORAL GABLES, Florida
SIE, Series 7, Series 24, Series 66, Series 86, Series 87CFPClean record14 years registeredSEAVIEW INVESTMENT MANAGERS LLC
2 ALHAMBRA PLAZA, CORAL GABLES, FL 33134CRD# 2089161Firm CRD# 300155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Claudia Maria De La Paz Batlle · CORAL GABLES, FL
Registration
CRD #2089161 · SEAVIEW INVESTMENT MANAGERS LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

SEAVIEW INVESTMENT MANAGERS LLC
Jul 2019 – present
VECTORGLOBAL IAG, INC.
Apr 2012 – Jun 2026
MIAMI, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Series 86
Series 87
Registration record
First registered · April 30, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SEAVIEW INVESTMENT MANAGERS LLC
CRD 300155 · SEC 801-114975
AUM
$1.1B
Regulatory assets under management
Employees
11
1,461 client accounts
Services offered by SEAVIEW INVESTMENT MANAGERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SEAVIEW INVESTMENT MANAGERS LLC →
Introduction

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Frequently Asked Questions

What services does Claudia Maria De La Paz Batlle offer?
Claudia Maria De La Paz Batlle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CORAL GABLES, Florida for a consultation.
What are Claudia Maria De La Paz Batlle's credentials?
Claudia Maria De La Paz Batlle holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Claudia Maria De La Paz Batlle located?
Claudia Maria De La Paz Batlle is based in CORAL GABLES, Florida, working with SEAVIEW INVESTMENT MANAGERS LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Claudia Maria De La Paz Batlle charge for services?
Claudia Maria De La Paz Batlle'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 SEAVIEW INVESTMENT MANAGERS LLC?
SEAVIEW INVESTMENT MANAGERS LLC has approximately 11 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SEAVIEW INVESTMENT MANAGERS LLC

Oscar Miguel Mejia
MIAMI, FL
Eduardo Enrique Bello
CORAL GABLES, FL

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