Unclaimed Profile

Sophia Ohanessian

MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.·CORAL GABLES, Florida

Series 24, Series 7, Series 66Clean recordMERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.

220 ALHAMBRA CIRCLE, CORAL GABLES, FL 33134CRD# 4850052Firm CRD# 117284

Profile Verification

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

Identity

Sophia Ohanessian · CORAL GABLES, FL

Registration

CRD #4850052 · MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sophia Ohanessian is a registered financial advisor based in CORAL GABLES, Florida, affiliated with MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

AMERANT INVESTMENTS, INC.

AUM

$633M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AMERANT INVESTMENTS, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4850052

Firm CRD# 117284

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sophia Ohanessian offer?

Sophia Ohanessian specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CORAL GABLES, Florida for a consultation.

What are Sophia Ohanessian's credentials?

Sophia Ohanessian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sophia Ohanessian located?

Sophia Ohanessian is based in CORAL GABLES, Florida, working with MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.

How does Sophia Ohanessian charge for services?

Sophia Ohanessian'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 MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.?

MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, 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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