CB
CFP
CB
CFP

Claudia Maria De La Paz Batlle

14 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
49 clients
Average Client Portfolio
$29.3M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$100K
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Location

1001 Brickell Bay Drive, Suite 1900, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Claudia is the CEO and partner of FPMI LLC, offering financial planning workshops, and the founder and CIO of Seaview Investment Managers. She also dedicates time to VectorGlobal IAG as a Family Office Principal & Asset Management Director, and to Seaview Farm LLC and Fundacion Manos del Sur.

Employment History
Current Registrations
Seaview Investment Managers LLC
July 2019 - Present · 6 yrs 7 mos
Vectorglobal Iag, INC.
April 2012 - Present · 13 yrs 10 mos
Vectorglobal WmgBroker
July 2011 - Present · 14 yrs 7 mos
Previous Registrations
Vectorglobal Iag, INC.
April 2012 - December 2014 · 2 yrs 8 mos
State Registrations4 states
DEFLNJTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.