Kenia Rocha
Kenia Rocha is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 16 years of industry experience. Kenia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 438 clients with $1.9B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
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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.
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Kenia is a Registered Investment Advisor Representative with EFG Asset Management, providing investment advice and services. She also serves as a member of the Board of Directors for Coral Reef Yacht Club, a non-compensated role.
Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
Efg Capital InternationalBroker
Previous Registrations
Efg Capital International CORP.
Efg Capital Advisors INC.
Efg Capital Advisors LLC
State Registrations3 states
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