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Jamie Ivan Grossman

ALVARIUM INVESTMENT ADVISORS (US), INC.·MIAMI, Florida
SIE, Series 3, Series 7, Series 24, Series 66, Series 79TO, Series 99TOClean recordALVARIUM INVESTMENT ADVISORS (US), INC.
1111 BRICKELL AVENUE, MIAMI, FL 33131CRD# 6454053Firm CRD# 152104

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jamie Ivan Grossman · MIAMI, FL
Registration
CRD #6454053 · ALVARIUM INVESTMENT ADVISORS (US), INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 66
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
ALVARIUM INVESTMENT ADVISORS (US), INC.
CRD 152104 · SEC 801-70809
AUM
$840M
Regulatory assets under management
Employees
4
39 client accounts
Services offered by ALVARIUM INVESTMENT ADVISORS (US), INC.
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 ALVARIUM INVESTMENT ADVISORS (US), INC. →
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04

Frequently Asked Questions

What services does Jamie Ivan Grossman offer?
Jamie Ivan Grossman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Jamie Ivan Grossman's credentials?
Jamie Ivan Grossman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamie Ivan Grossman located?
Jamie Ivan Grossman is based in MIAMI, Florida, working with ALVARIUM INVESTMENT ADVISORS (US), INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Jamie Ivan Grossman charge for services?
Jamie Ivan Grossman's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALVARIUM INVESTMENT ADVISORS (US), INC.?
ALVARIUM INVESTMENT ADVISORS (US), INC. has approximately 4 employees and manages $840M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALVARIUM INVESTMENT ADVISORS (US), INC.

Ricardo Cayetano De La Serna
MIAMI, FL
Kosta P Velis
MIAMI, FL
CFP
Juan Ball
MIAMI, FL

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