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Maryori Del Socorro Escudero

BETA CAPITAL MANAGEMENT LLC·MIAMI, Florida
SIE, Series 7, Series 27, Series 99TOClean recordBETA CAPITAL MANAGEMENT LLC
777 BRICKELL AVENUE, MIAMI, FL 33131CRD# 4913350Firm CRD# 154894

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maryori Del Socorro Escudero · MIAMI, FL
Registration
CRD #4913350 · BETA CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
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
Introduction

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04

Frequently Asked Questions

What services does Maryori Del Socorro Escudero offer?
Maryori Del Socorro Escudero specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Maryori Del Socorro Escudero's credentials?
Maryori Del Socorro Escudero is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maryori Del Socorro Escudero located?
Maryori Del Socorro Escudero 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 Maryori Del Socorro Escudero charge for services?
Maryori Del Socorro Escudero'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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