AdvisorOS Directory
Claim Profile
Unclaimed Profile
MM

Maria Romagosa Millares

MILLARES ASSET MANAGEMENT, LLC·CORAL GABLES, Florida
Clean record18 years registeredMILLARES ASSET MANAGEMENT, LLC
500 SOUTH DIXIE HIGHWAY, SUITE 201, CORAL GABLES, FL 33146CRD# 5395040Firm CRD# 144620

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maria Romagosa Millares · CORAL GABLES, FL
Registration
CRD #5395040 · MILLARES ASSET MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

ARAX ADVISORY PARTNERS
Jun 2026 – present
MILLARES ASSET MANAGEMENT, LLC
Nov 2007 – present
02

Registrations & Exams

Registration record
First registered · November 19, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MILLARES ASSET MANAGEMENT, LLC
CRD 144620 · SEC 801-96296
AUM
$177M
Regulatory assets under management
Employees
3
139 client accounts
Services offered by MILLARES ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MILLARES ASSET MANAGEMENT, LLC →
Introduction

Speak with Maria

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Maria is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CORAL GABLES?

Browse all registered financial advisors in CORAL GABLES, Florida or claim this profile if it's yours.

Browse CORAL GABLES AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Maria Romagosa Millares offer?
Maria Romagosa Millares specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CORAL GABLES, Florida for a consultation.
What are Maria Romagosa Millares's credentials?
Maria Romagosa Millares is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maria Romagosa Millares located?
Maria Romagosa Millares is based in CORAL GABLES, Florida, working with MILLARES ASSET MANAGEMENT, LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Maria Romagosa Millares charge for services?
Maria Romagosa Millares's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILLARES ASSET MANAGEMENT, LLC?
MILLARES ASSET MANAGEMENT, LLC has approximately 3 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MILLARES ASSET MANAGEMENT, LLC

Ruben Manuel Millares
CORAL GABLES, FL
Javier Manuel Millares
CORAL GABLES, FL

More Advisors in CORAL GABLES, Florida

Fabricio Caprio Macastropa
SUNSTATE WEALTH MANAGEMENT LLC·CORAL GABLES, FL
Alan Saul Bernstein
STRATIGRAPHIC ASSET MANAGEMENT, INC.·CORAL GABLES, FL
Richard Leo Ganter
BALANZ ADVISORS LLC·CORAL GABLES, FL
Andres Jose Garganta
AMERANT INVESTMENTS, INC.·CORAL GABLES, FL
Dulce Maria Galindo Gnibus
BRADESCO GLOBAL ADVISORS INC.·CORAL GABLES, FL
Rodger David Shay Jr
AUSTIN ATLANTIC ASSET MANAGEMENT CO.·CORAL GABLES, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)JACKSONVILLE (95)FORT LAUDERDALE (95)ST. PETERSBURG (57)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideNAPLES GuideSARASOTA Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile