Unclaimed Profile

Yesenia Realejo

TOBIAS FINANCIAL ADVISORS, INC.·PLANTATION, Florida

SIE, Series 7, Series 66CFPClean record10 years registeredTOBIAS FINANCIAL ADVISORS, INC.

1000 S. PINE ISLAND ROAD, PLANTATION, FL 33324CRD# 6445232Firm CRD# 104711

Profile Verification

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

Identity

Yesenia Realejo · PLANTATION, FL

Registration

CRD #6445232 · TOBIAS FINANCIAL ADVISORS, INC. · 10 years registered

Brand Profile

Not yet started

Career History

TOBIAS FINANCIAL ADVISORS

Sep 2018 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2015 – Mar 2017

FORT LAUDERDALE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 19, 2015

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOBIAS FINANCIAL ADVISORS, INC.

CRD 104711 · SEC 801-33972

AUM

$756M

Regulatory assets under management

Employees

1,815 client accounts

Services offered by TOBIAS FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TOBIAS FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Yesenia Realejo offer?

Yesenia Realejo specializes in Financial Planning, Investment Management. Contact their office in PLANTATION, Florida for a consultation.

What are Yesenia Realejo's credentials?

Yesenia Realejo holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Yesenia Realejo located?

Yesenia Realejo is based in PLANTATION, Florida, working with TOBIAS FINANCIAL ADVISORS, INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.

How does Yesenia Realejo charge for services?

Yesenia Realejo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOBIAS FINANCIAL ADVISORS, INC.?

TOBIAS FINANCIAL ADVISORS, INC. has approximately 21 employees and manages $756M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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