Unclaimed Profile

Alfredo Jorge Yanes

ACTITRUST WEALTH MANAGEMENT LLC·PLANTATION, Florida

SIE, Series 7, Series 63, Series 6527 years registeredACTITRUST WEALTH MANAGEMENT LLC

300 S. PINE ISLAND RD., PLANTATION, FL 33324CRD# 2517311Firm CRD# 284827

Profile Verification

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

Identity

Alfredo Jorge Yanes · PLANTATION, FL

Registration

CRD #2517311 · ACTITRUST WEALTH MANAGEMENT LLC · 27 years registered

Brand Profile

Not yet started

Career History

ACTITRUST WEALTH MANAGEMENT LLC

Sep 2016 – present

WESTERN INTERNATIONAL SECURITIES

Jun 2012 – Dec 2018

Plantation, FL

SUNTRUST INVESTMENT SERVICES, INC.

Aug 1999 – Mar 2012

FORT LAUDERDALE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 2, 1999

Years registered · 27

Disclosure History

2021Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ACTITRUST WEALTH MANAGEMENT LLC

CRD 284827 · SEC 801-120812

AUM

$120M

Regulatory assets under management

Employees

198 client accounts

Services offered by ACTITRUST WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ACTITRUST WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Alfredo Jorge Yanes offer?

Alfredo Jorge Yanes specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLANTATION, Florida for a consultation.

What are Alfredo Jorge Yanes's credentials?

Alfredo Jorge Yanes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alfredo Jorge Yanes located?

Alfredo Jorge Yanes is based in PLANTATION, Florida, working with ACTITRUST WEALTH MANAGEMENT LLC. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.

How does Alfredo Jorge Yanes charge for services?

Alfredo Jorge Yanes'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 ACTITRUST WEALTH MANAGEMENT LLC?

ACTITRUST WEALTH MANAGEMENT LLC has approximately 5 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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