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Emeris Del Valle Lucas

AMERANT INVESTMENTS, INC.·CORAL GABLES, Florida
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record2 years registeredAMERANT INVESTMENTS, INC.
220 ALHAMBRA CIRCLE, CORAL GABLES, FL 33134CRD# 5193416Firm CRD# 117284

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Emeris Del Valle Lucas · CORAL GABLES, FL
Registration
CRD #5193416 · AMERANT INVESTMENTS, INC. · 2 years registered
Brand Profile
Not yet started
01

Career History

Oct 2023present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 66
Registration record
First registered · October 9, 2023
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERANT INVESTMENTS, INC.
CRD 117284 · SEC 801-61889
AUM
$633M
Regulatory assets under management
Employees
31
1,023 client accounts
Services offered by AMERANT INVESTMENTS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Emeris Del Valle Lucas offer?
Emeris Del Valle Lucas specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CORAL GABLES, Florida for a consultation.
What are Emeris Del Valle Lucas's credentials?
Emeris Del Valle Lucas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emeris Del Valle Lucas located?
Emeris Del Valle Lucas is based in CORAL GABLES, Florida, working with AMERANT INVESTMENTS, INC.. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Emeris Del Valle Lucas charge for services?
Emeris Del Valle Lucas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERANT INVESTMENTS, INC.?
AMERANT INVESTMENTS, INC. has approximately 31 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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