Unclaimed Profile

Rosa Rincon

BIGSUR WEALTH MANAGEMENT, LLC·MIAMI, Florida

Clean recordBIGSUR WEALTH MANAGEMENT, LLC

1441 BRICKELL AVENUE, MIAMI, FL 33131CRD# 7291694Firm CRD# 146511

Profile Verification

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

Identity

Rosa Rincon · MIAMI, FL

Registration

CRD #7291694 · BIGSUR WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rosa Rincon 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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BIGSUR WEALTH MANAGEMENT, LLC

BIGSUR PARTNERS, LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BIGSUR WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Other: % ASSETS UNDER CONSULTATION & REPORTING FEES

Regulatory

SEC/IARD CRD# 7291694

Firm CRD# 146511

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rosa Rincon offer?

Rosa Rincon specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.

What are Rosa Rincon's credentials?

Rosa Rincon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rosa Rincon located?

Rosa Rincon 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 Rosa Rincon charge for services?

Rosa Rincon'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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