EU
EU

Esteban Uribe

3 Years of Experience
Broker

Esteban Uribe is a registered investment advisor at Bci Securities, INC., based in Miami, FL, with 3 years of industry experience. Esteban operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 430 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
430 clients
Average Client Portfolio
$686K average
Assets Under Management
$295.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1450 Brickell Ave. Floor 2800, 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

Esteban coaches soccer classes for kids on weekends through Starting Soccer LLC and manages house rentals as a landlord through M.E. 725 NW 200th Terr LLC, dedicating minimal time to each. He also spends about 10-20% of his time at Bci Miami, a bank under common control of Bci Securities.

Employment History
Current Registrations
Bci Securities, INC.
February 2025 - Present · 1 yr 2 mos
Bci Securities, INC.Broker
September 2024 - Present · 1 yr 7 mos
Previous Registrations
Maxim Group LLCBroker
December 2022 - September 2024 · 1 yr 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.