Unclaimed Profile

Yaniris Elward

NEWERA WEALTH ADVISORS, INC.·CORAL GABLES, Florida

Clean recordNEWERA WEALTH ADVISORS, INC.

121 ALHAMBRA CIRCLE, CORAL GABLES, FL 33134CRD# 7915498Firm CRD# 331612

Profile Verification

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

Identity

Yaniris Elward · CORAL GABLES, FL

Registration

CRD #7915498 · NEWERA WEALTH ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Yaniris Elward is a registered financial advisor based in CORAL GABLES, Florida, affiliated with NEWERA WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

NEWERA WEALTH ADVISORS, INC.

NEWERA WEALTH

AUM

$8M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NEWERA WEALTH ADVISORS, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7915498

Firm CRD# 331612

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Yaniris Elward offer?

Yaniris Elward specializes in Investment Management, Wealth Management. Contact their office in CORAL GABLES, Florida for a consultation.

What are Yaniris Elward's credentials?

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

Where is Yaniris Elward located?

Yaniris Elward is based in CORAL GABLES, Florida, working with NEWERA WEALTH ADVISORS, INC.. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.

How does Yaniris Elward charge for services?

Yaniris Elward's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWERA WEALTH ADVISORS, INC.?

NEWERA WEALTH ADVISORS, INC. has approximately 2 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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