Claim Profile
Unclaimed Profile
NN

Natalia Ava Napoleon

EFG ASSET MANAGEMENT (AMERICAS) CORP.·MIAMI, Florida
Series 7TO, Series 24Clean recordEFG ASSET MANAGEMENT (AMERICAS) CORP.
701 BRICKELL AVENUE, MIAMI, FL 33131CRD# 5924824Firm CRD# 158905

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Natalia Ava Napoleon · MIAMI, FL
Registration
CRD #5924824 · EFG ASSET MANAGEMENT (AMERICAS) CORP.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7TO
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EFG ASSET MANAGEMENT (AMERICAS) CORP.
CRD 158905 · SEC 801-72773
AUM
$1.5B
Regulatory assets under management
Employees
11
714 client accounts
Services offered by EFG ASSET MANAGEMENT (AMERICAS) CORP.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Introduction

Speak with Natalia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Natalia is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

04

Frequently Asked Questions

What services does Natalia Ava Napoleon offer?
Natalia Ava Napoleon specializes in Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Natalia Ava Napoleon's credentials?
Natalia Ava Napoleon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natalia Ava Napoleon located?
Natalia Ava Napoleon is based in MIAMI, Florida, working with EFG ASSET MANAGEMENT (AMERICAS) CORP.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Natalia Ava Napoleon charge for services?
Natalia Ava Napoleon'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 EFG ASSET MANAGEMENT (AMERICAS) CORP.?
EFG ASSET MANAGEMENT (AMERICAS) CORP. has approximately 11 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →