Maria Govea
Maria Govea is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 26 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
520 Madison Avenue, New York, NY, 10022
Get directionsHistory
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 Activities
Maria owns rental property in Sunny Isles Beach, FL, since 2016, dedicating minimal time outside business hours. She also has interests in Sky LLC (rental), Edificio Leininger III SRAL (family apartment), a restaurant, and Terra Nuova LTD, spending minimal time on these activities.
Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLCBroker
Jefferies LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS International INC.
UBS International INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Socimer Securities CorporationBroker
State Registrations53 states
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.