Unclaimed Profile

Milagros Ramona Perezleal

LOYOLA ASSET MANAGEMENT LLC·CORAL GABLES, Florida

SIE, Series 7, Series 24, Series 63, Series 66Clean record25 years registeredLOYOLA ASSET MANAGEMENT LLC

55 MERRICK WAY, CORAL GABLES, FL 33134CRD# 1025034Firm CRD# 153255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Milagros Ramona Perezleal · CORAL GABLES, FL

Registration

CRD #1025034 · LOYOLA ASSET MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

BOLTON GLOBAL ASSET MANAGEMENT

Oct 2022 – present

BOLTON GLOBAL CAPITAL

Oct 2022 – present

MORGAN STANLEY

Jul 2021 – Oct 2022

Aventura, FL

LOYOLA ASSET MANAGEMENT LLC

Oct 2011 – Jul 2021

CORAL GABLES, FL

WESTERN INTERNATIONAL SECURITIES

Aug 2011 – Dec 2012

Coral Gables, FL

CITIGROUP GLOBAL MARKETS INC.

Mar 2001 – Nov 2006

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · March 27, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOYOLA ASSET MANAGEMENT LLC

CRD 153255 · SEC 801-78216

AUM

$204M

Regulatory assets under management

Employees

58 client accounts

Services offered by LOYOLA ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at LOYOLA ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Milagros Ramona Perezleal offer?

Milagros Ramona Perezleal specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CORAL GABLES, Florida for a consultation.

What are Milagros Ramona Perezleal's credentials?

Milagros Ramona Perezleal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Milagros Ramona Perezleal located?

Milagros Ramona Perezleal is based in CORAL GABLES, Florida, working with LOYOLA ASSET MANAGEMENT LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.

How does Milagros Ramona Perezleal charge for services?

Milagros Ramona Perezleal'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 LOYOLA ASSET MANAGEMENT LLC?

LOYOLA ASSET MANAGEMENT LLC has approximately 5 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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