Unclaimed Profile

Roberto Isasi Vantini

DAVIVIENDA INVESTMENT ADVISOR USA LLC·MIAMI, Florida

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 63CFPClean record21 years registeredDAVIVIENDA INVESTMENT ADVISOR USA LLC

1110 BRICKELL AVENUE, MIAMI, FL 33131CRD# 4541030Firm CRD# 319755

Profile Verification

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

Identity

Roberto Isasi Vantini · MIAMI, FL

Registration

CRD #4541030 · DAVIVIENDA INVESTMENT ADVISOR USA LLC · 21 years registered

Brand Profile

Not yet started

Career History

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Sep 2023 – present

PORTFOLIO RESOURCES GROUP, INC.

Sep 2023 – present

DAVIVIENDA ADVISORS

Feb 2023 – Apr 2023

Weston, FL

AMERANT INVESTMENTS, INC.

Nov 2004 – Mar 2020

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 63

Registration record

First registered · November 22, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVIVIENDA INVESTMENT ADVISOR USA LLC

CRD 319755 · SEC 801-127034

AUM

$122M

Regulatory assets under management

Employees

56 client accounts

Services offered by DAVIVIENDA INVESTMENT ADVISOR USA LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at DAVIVIENDA INVESTMENT ADVISOR USA LLC →

Introduction

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Frequently Asked Questions

What services does Roberto Isasi Vantini offer?

Roberto Isasi Vantini specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.

What are Roberto Isasi Vantini's credentials?

Roberto Isasi Vantini holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Roberto Isasi Vantini located?

Roberto Isasi Vantini is based in MIAMI, Florida, working with DAVIVIENDA INVESTMENT ADVISOR USA LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Roberto Isasi Vantini charge for services?

Roberto Isasi Vantini's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVIVIENDA INVESTMENT ADVISOR USA LLC?

DAVIVIENDA INVESTMENT ADVISOR USA LLC has approximately 4 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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