Carlos Daniel Castro Oliveros

Amerant Investments, INC.

4 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.

Other Business Activities

Carlos is a manager at Happy Palm Tree LLC, a company created in April 2024 to hold a real estate property acquired in September 2024, from which he will receive rental income. He will dedicate minimal time during securities trading hours to this investment property.

Employment History

Current Registrations

Amerant Investments, INC.

February 2022 - Present · 4 yrs

Amerant Investments, INC.Broker

October 2021 - Present · 4 yrs 4 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.