MP
MP

Manuel Pimentel

4 Years of Experience
Miami, FL
Broker

Manuel Pimentel is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 4 years of industry experience. Manuel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
46 advisors
IM Fee
Planning only
Assets Under Management
$1.9B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

701 Brickell Avenue, Suite 1310, 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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Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
March 2022 - Present · 4 yrs 2 mos
Efg Capital InternationalBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 2021 - February 2022 · 7 mos
Citi International Financial Services LLCBroker
June 2021 - July 2021 · 1 mo
State Registrations1 state
FL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.