Unclaimed Profile

Sophia Ohanessian

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

SIE, Series 7, Series 24, Series 66Clean record21 years registeredMERCANTIL 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. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.

REDWHEEL

Dec 2016 – Oct 2023

MIAMI, FL

MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.

Jul 2009 – Nov 2015

CORAL GABLES, FL

SYMPHONIC FINANCIAL ADVISORS LLC

Aug 2005 – Feb 2008

NEW YORK, NY

ROCHDALE INVESTMENT MANAGEMENT

Apr 2005 – Feb 2008

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · April 4, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERANT INVESTMENTS, INC.

CRD 117284 · SEC 801-61889

AUM

$633M

Regulatory assets under management

Employees

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

View all advisors at AMERANT INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Sophia Ohanessian offer?

Sophia Ohanessian specializes in Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC..

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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