EU
EU

Eric Alexander Urena

31 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$924K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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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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Employment History
Current Registrations
Vectorglobal Iag, INC.
July 2009 - Present · 16 yrs 7 mos
Vectorglobal WmgBroker
April 2009 - Present · 16 yrs 10 mos
Previous Registrations
Vectorglobal Iag, INC.
July 2009 - December 2014 · 5 yrs 5 mos
Stanford Group Company
July 2006 - March 2009 · 2 yrs 8 mos
Stanford Group CompanyBroker
January 2005 - March 2009 · 4 yrs 2 mos
Lehman Brothers INC.Broker
November 1997 - January 2005 · 7 yrs 2 mos
Sterling Financial Investment GroupBroker
November 1996 - November 1997 · 1 yr
Goldman, Sachs & CO.Broker
August 1993 - May 1996 · 2 yrs 9 mos
State Registrations9 states
CADEFLILMANCNJNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eric Alexander Urena - Financial Advisor | TrueAdvisor