Unclaimed Profile

Noelia Povedano

BETA CAPITAL MANAGEMENT LLC·MIAMI, Florida

SIE, Series 7, Series 24, Series 86, Series 99TOCFAClean record13 years registeredBETA CAPITAL MANAGEMENT LLC

777 BRICKELL AVENUE, MIAMI, FL 33131CRD# 6126794Firm CRD# 154894

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Noelia Povedano · MIAMI, FL

Registration

CRD #6126794 · BETA CAPITAL MANAGEMENT LLC · 13 years registered

Brand Profile

Not yet started

Career History

CREAND MANAGEMENT

Mar 2013 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 86

Series 99TO

Registration record

First registered · March 18, 2013

Years registered · 13

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

BETA CAPITAL MANAGEMENT LLC

CRD 154894 · SEC 801-106772

AUM

$508M

Regulatory assets under management

Employees

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 Noelia Povedano offer?

Noelia Povedano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.

What are Noelia Povedano's credentials?

Noelia Povedano holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Noelia Povedano located?

Noelia Povedano 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 Noelia Povedano charge for services?

Noelia Povedano'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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