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Roberto Llopis Lee

AVENUE GLOBAL ADVISORS LLC·MIAMI, Florida
SIE, Series 7, Series 24, Series 99TOClean recordAVENUE GLOBAL ADVISORS LLC
2601 S BAYSHORE DRIVE, MIAMI, FL 33133CRD# 6918129Firm CRD# 304498

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roberto Llopis Lee · MIAMI, FL
Registration
CRD #6918129 · AVENUE GLOBAL ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AVENUE GLOBAL ADVISORS LLC
CRD 304498 · SEC 801-117232
AUM
$8M
Regulatory assets under management
Employees
10
1,225 client accounts
Services offered by AVENUE GLOBAL ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AVENUE GLOBAL ADVISORS LLC →
Introduction

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Frequently Asked Questions

What services does Roberto Llopis Lee offer?
Roberto Llopis Lee specializes in Investment Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.
What are Roberto Llopis Lee's credentials?
Roberto Llopis Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roberto Llopis Lee located?
Roberto Llopis Lee is based in MIAMI, Florida, working with AVENUE GLOBAL ADVISORS LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Roberto Llopis Lee charge for services?
Roberto Llopis Lee'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 AVENUE GLOBAL ADVISORS LLC?
AVENUE GLOBAL ADVISORS LLC has approximately 10 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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