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Roberto Faria Carvalho

BIGSUR WEALTH MANAGEMENT, LLC·MIAMI, Florida
Clean recordBIGSUR WEALTH MANAGEMENT, LLC
1450 BRICKELL AVENUE, MIAMI, FL 33131CRD# 5596214Firm CRD# 146511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roberto Faria Carvalho · MIAMI, FL
Registration
CRD #5596214 · BIGSUR WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Roberto Faria Carvalho is a registered financial advisor based in MIAMI, Florida, affiliated with BIGSUR WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BIGSUR WEALTH MANAGEMENT, LLC
BIGSUR PARTNERS, LLC
AUM
$1.2B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at BIGSUR WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: % ASSETS UNDER CONSULTATION & REPORTING FEES
Regulatory
SEC/IARD CRD# 5596214
Firm CRD# 146511
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roberto Faria Carvalho offer?
Roberto Faria Carvalho specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Roberto Faria Carvalho's credentials?
Roberto Faria Carvalho is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roberto Faria Carvalho located?
Roberto Faria Carvalho is based in MIAMI, Florida, working with BIGSUR WEALTH MANAGEMENT, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Roberto Faria Carvalho charge for services?
Roberto Faria Carvalho's firm is compensated through percentage of aum, performance-based fees, other: % assets under consultation & reporting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIGSUR WEALTH MANAGEMENT, LLC?
BIGSUR WEALTH MANAGEMENT, LLC has approximately 17 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Daniel Rene Orona
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Research
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