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Roberto Isasi Vantini

DAVIVIENDA INVESTMENT ADVISOR USA LLC·MIAMI, Florida
Series 24, Series 9, Series 10, Series 7, Series 63CFPClean recordDAVIVIENDA 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Roberto Isasi Vantini is a registered financial advisor based in MIAMI, Florida, affiliated with DAVIVIENDA INVESTMENT ADVISOR USA LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
DAVIVIENDA INVESTMENT ADVISOR USA LLC
DAVIVIENDA ADVISORS
AUM
$122M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DAVIVIENDA INVESTMENT ADVISOR USA LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4541030
Firm CRD# 319755
View on FINRA BrokerCheck →

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05

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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Ricardo Gonzalez
MIAMI, FL

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