DC
DC

David Salomon Cardenas

15 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
27 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$56.6M

Fee Structure

Minimum Investment:$1M
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Location

200 S. Biscayne Blvd, Suite 2200, 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.

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Other Business Activities

David works as an investor for Banco Itau International, advising clients on various financial products. He dedicates a few hours per week to this activity during normal business hours.

Employment History
Current Registrations
Itau International Securities INC.
May 2019 - Present · 6 yrs 9 mos
Itau International Securities INC.
May 2019 - Present · 6 yrs 9 mos
Itau International Securities INC.Broker
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Astron Wealth Management, LLC
September 2017 - July 2018 · 10 mos
Xp Advisors, INC
September 2016 - December 2016 · 3 mos
Xp Securities, LLCBroker
June 2016 - June 2017 · 1 yr
Itau International Securities INC.Broker
July 2009 - May 2016 · 6 yrs 10 mos
UBS International INC.Broker
November 2008 - May 2009 · 6 mos
State Registrations5 states
CACTFLNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.