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Idelma De La Caridad Hervis

BETA CAPITAL MANAGEMENT LLC·MIAMI, Florida
SIE, Series 4, Series 7, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 79TO, Series 99TOClean recordBETA CAPITAL MANAGEMENT LLC
777 BRICKELL AVENUE, MIAMI, FL 33131CRD# 1429292Firm CRD# 154894

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Idelma De La Caridad Hervis · MIAMI, FL
Registration
CRD #1429292 · BETA CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 14
Series 24
Series 27
Series 52TO
Series 53
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BETA CAPITAL MANAGEMENT LLC
CRD 154894 · SEC 801-106772
AUM
$508M
Regulatory assets under management
Employees
37
138 client accounts
Services offered by BETA CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BETA CAPITAL MANAGEMENT LLC →
Introduction

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04

Frequently Asked Questions

What services does Idelma De La Caridad Hervis offer?
Idelma De La Caridad Hervis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Idelma De La Caridad Hervis's credentials?
Idelma De La Caridad Hervis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Idelma De La Caridad Hervis located?
Idelma De La Caridad Hervis is based in MIAMI, Florida, working with BETA CAPITAL MANAGEMENT LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Idelma De La Caridad Hervis charge for services?
Idelma De La Caridad Hervis's firm is compensated through percentage of aum, hourly charges, subscription fees, other: 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BETA CAPITAL MANAGEMENT LLC?
BETA CAPITAL MANAGEMENT LLC has approximately 37 employees and manages $508M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BETA CAPITAL MANAGEMENT LLC

Gustavo Martin Leyva
MIAMI, FL
Jesus G Sanchez
MIAMI, FL
Noelia Povedano
MIAMI, FL
CFA
Miguelina Veras
MIAMI, FL
Jose Ignacio Nmn Garcia
MIAMI, FL
Maryori Del Socorro Escudero
MIAMI, FL

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