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Maria Elena Lagomasino

W.E. FAMILY OFFICES, LLC·CORAL GABLES, Florida
Series 65Clean record12 years registeredW.E. FAMILY OFFICES, LLC
2811 PONCE DE LEON BLVD, CORAL GABLES, FL 33134CRD# 4596698Firm CRD# 109869

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maria Elena Lagomasino · CORAL GABLES, FL
Registration
CRD #4596698 · W.E. FAMILY OFFICES, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

WE FAMILY OFFICES
Nov 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 4, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
W.E. FAMILY OFFICES, LLC
CRD 109869 · SEC 801-60025
AUM
$13.9B
Regulatory assets under management
Employees
59
108 client accounts
Services offered by W.E. FAMILY OFFICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at W.E. FAMILY OFFICES, LLC →
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Frequently Asked Questions

What services does Maria Elena Lagomasino offer?
Maria Elena Lagomasino specializes in Financial Planning, Investment Management. Contact their office in CORAL GABLES, Florida for a consultation.
What are Maria Elena Lagomasino's credentials?
Maria Elena Lagomasino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maria Elena Lagomasino located?
Maria Elena Lagomasino is based in CORAL GABLES, Florida, working with W.E. FAMILY OFFICES, LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Maria Elena Lagomasino charge for services?
Maria Elena Lagomasino's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is W.E. FAMILY OFFICES, LLC?
W.E. FAMILY OFFICES, LLC has approximately 59 employees and manages $13.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at W.E. FAMILY OFFICES, LLC

Gerardo Jose Nout
MIAMI, FL
Myron Michael Zeuner
CORAL GABLES, FL
Santiago Ulloa
CORAL GABLES, FL

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