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Miguelina Veras

BETA CAPITAL MANAGEMENT LLC·MIAMI, Florida
SIE, Series 7BETA CAPITAL MANAGEMENT LLC
777 BRICKELL AVENUE, MIAMI, FL 33131CRD# 4367588Firm CRD# 154894

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Miguelina Veras · MIAMI, FL
Registration
CRD #4367588 · BETA CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

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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Frequently Asked Questions

What services does Miguelina Veras offer?
Miguelina Veras specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Miguelina Veras's credentials?
Miguelina Veras is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Miguelina Veras located?
Miguelina Veras 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 Miguelina Veras charge for services?
Miguelina Veras'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
Idelma De La Caridad Hervis
MIAMI, FL
Jesus G Sanchez
MIAMI, FL
Noelia Povedano
MIAMI, FL
CFA
Jose Ignacio Nmn Garcia
MIAMI, FL
Maryori Del Socorro Escudero
MIAMI, FL

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