Unclaimed Profile

Rosa Rincon

BIGSUR WEALTH MANAGEMENT, LLC·MIAMI, Florida

Series 65Clean record5 years registeredBIGSUR 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 · 5 years registered

Brand Profile

Not yet started

Career History

BIGSUR PARTNERS, LLC

Jan 2021 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 4, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BIGSUR WEALTH MANAGEMENT, LLC

CRD 146511 · SEC 801-69024

AUM

$1.2B

Regulatory assets under management

Employees

243 client accounts

Services offered by BIGSUR WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BIGSUR WEALTH MANAGEMENT, LLC →

Introduction

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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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