Unclaimed Profile

David Vurgait

STATETRUST CAPITAL, LLC.·MIAMI, Florida

SIE, Series 4, Series 7, Series 24, Series 53, Series 55, Series 65STATETRUST CAPITAL, LLC.

1000 BRICKELL AVE, MIAMI, FL 33131CRD# 4296235Firm CRD# 114052

Profile Verification

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

Identity

David Vurgait · MIAMI, FL

Registration

CRD #4296235 · STATETRUST CAPITAL, LLC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 55

Series 65

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

STATETRUST CAPITAL, LLC.

CRD 114052 · SEC 801-60478

AUM

$101M

Regulatory assets under management

Employees

306 client accounts

Services offered by STATETRUST CAPITAL, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STATETRUST CAPITAL, LLC. →

Introduction

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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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