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David Vurgait

STATETRUST CAPITAL, LLC.·MIAMI, Florida
Unclaimed Profile
1000 BRICKELL AVE, MIAMI, FL 33131CRD# 4296235Firm CRD# 114052
01

About

David Vurgait is a registered financial advisor based in MIAMI, Florida, affiliated with STATETRUST CAPITAL, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STATETRUST CAPITAL, LLC.
STATETRUST CAPITAL, LLC.
AUM
$101M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STATETRUST CAPITAL, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4296235
Firm CRD# 114052
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Vurgait offer?
David Vurgait specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are David Vurgait's credentials?
David Vurgait is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Vurgait located?
David Vurgait is based in MIAMI, Florida, working with STATETRUST CAPITAL, LLC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does David Vurgait charge for services?
David Vurgait'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 STATETRUST CAPITAL, LLC.?
STATETRUST CAPITAL, LLC. has approximately 6 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STATETRUST CAPITAL, LLC.

Jeffrey Wayne Cimbal
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Mario Saravia
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Napoleon Arturo Aponte
BOCA RATON, FL
Dennis Ginsburg
MIAMI, FL
Jose Leon Maya
BOCA RATON, FL
Joseph Luis Turnes
BOCA RATON, FL

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