Denise Anne Negron

CFP

Amerant Investments, INC.

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Amerant Investments, INC.

Compensation

Fee-Only (AUM)

Firm Size

18 advisors

Number of Clients

705 clients

Average Client Portfolio

$976K average

Assets Under Management

$688.2M

Fee Structure

Minimum Investment:$200K

Financial Planning:Investment management only

Location

220 Alhambra Circle, 2nd Floor, 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

Amerant Investments, INC.

September 2024 - Present · 1 yr 5 mos

Amerant Investments, INC.

April 2024 - Present · 1 yr 10 mos

Amerant Investments, INC.Broker

April 2024 - Present · 1 yr 10 mos

Previous Registrations

First Horizon Advisors, INC

June 2020 - February 2024 · 3 yrs 8 mos

First Horizon Advisors, INC.Broker

January 2020 - February 2024 · 4 yrs 1 mo

Merrill Lynch, Pierce, Fenner & Smith Incorporated

November 2011 - October 2012 · 11 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

October 2011 - October 2012 · 1 yr

Suntrust Investment Services, INC.

February 2007 - September 2011 · 4 yrs 7 mos

Suntrust Investment Services, INC.Broker

January 2007 - September 2011 · 4 yrs 8 mos

Banc of America Investment Services, INC.Broker

February 2004 - January 2007 · 2 yrs 11 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.