Ariel Cabrera
Ariel Cabrera is a registered investment advisor at Celaya Wealth Management, based in Miami, FL, with 36 years of industry experience. Ariel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 59 clients with $25M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ariel is an independent insurance agent selling and servicing various insurance products, including life, disability, health, Medicare supplemental, long-term care, property and casualty, dental, vision, and critical illness. This takes about a quarter of Ariel's time, and Ariel also dedicates minimal time as an employee benefits advisor for Metlife.
Employment History
Current Registrations
Celaya Wealth Management
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.