Emilia Moreira Dickey

Bigsur Partners, LLC

18 Years of Experience

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Areas of Practice

Investment ManagementHigh Net Worth

Bigsur Partners, LLC

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

78 clients

Average Client Portfolio

$16.7M average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$20M

Financial Planning:Investment management only

Minimum Annual Fee:$20,000

Location

1441 Brickell Avenue, Suite 1410, 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.

Other Business Activities

Emilia owns EmVest LLC, a personal LLC used only for investment advisory activities through BigSur Partners. The LLC has no other purpose.

Employment History

Current Registrations

Bigsur Partners, LLC

December 2019 - Present · 6 yrs 2 mos

Previous Registrations

Morgan Stanley

October 2011 - September 2019 · 7 yrs 11 mos

Morgan StanleyBroker

October 2011 - September 2019 · 7 yrs 11 mos

UBS Financial Services INC.

January 2010 - September 2011 · 1 yr 8 mos

UBS Financial Services INC.Broker

January 2010 - September 2011 · 1 yr 8 mos

UBS International INC.

April 2007 - January 2010 · 2 yrs 9 mos

UBS International INC.Broker

April 2007 - January 2010 · 2 yrs 9 mos

UBS Financial Services INC.

October 2006 - April 2007 · 6 mos

UBS Financial Services INC.Broker

September 2006 - April 2007 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.