Aida Velazquez is a registered investment advisor at Oppenheimer & CO. INC., based in Coral Gables, FL, with 19 years of industry experience. Aida is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.
Fee Estimator
Location
2811 Ponce De Leon Boulevard, Suite 900, Coral Gables, FL, 33134
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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
Aida owns rental properties in Puerto Rico and is responsible for their maintenance. She also performs supervisory oversight for Insigneo Advisory Services LLC and is a real estate associate with Brickell Brokers, dedicating minimal time to real estate investments. Finally, Aida owns Tuvalu LLC, created for potential investments but currently inactive.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Insigneo International Financial Services LLCBroker
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Citi International Financial Services LLCBroker
State Registrations2 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.
Exams
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