Alfonso Osorio

Seaview Investment Managers LLC

21 Years of Experience

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Areas of Practice

Investment ManagementFinancial Planning & Coaching

Seaview Investment Managers LLC

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

Location

2 Alhambra Plaza, Suite 802, Coral Gables, FL, 33134

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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.

Employment History

Current Registrations

Seaview Investment Managers LLC

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Compass Group Investments Solutions LLC

March 2022 - October 2023 · 1 yr 7 mos

Cg Compass (USA) LLCBroker

March 2022 - October 2023 · 1 yr 7 mos

Kandor Global Advisors, LLC

October 2020 - February 2022 · 1 yr 4 mos

Insigneo Wealth Advisors, LLC

November 2019 - October 2020 · 11 mos

Insigneo Securities, LLCBroker

August 2019 - October 2020 · 1 yr 2 mos

Amerant Investments, INC.

May 2012 - June 2019 · 7 yrs 1 mo

Amerant Investments, INC.Broker

May 2012 - June 2019 · 7 yrs 1 mo

Venecredit Securities, INC.Broker

November 2003 - November 2011 · 8 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.