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David Antonio Alvarez-correa

Creand Management

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About David Antonio Alvarez-correa

David Antonio Alvarez-correa is an active investment advisor representative in Florida with Creand Management. David has been active in the industry since August 2017 and holds FINRA Series 7, Series 66, and SIE licenses. He specializes in providing financial planning, portfolio management for businesses and individuals. David previously worked with Bull Market Securities, Inc. and Bull Market Investment Management, Inc. Creand Management is a registered investment advisor firm with offices in Miami, FL and has a total of 138 clients. The firm manages $508,302,111 in assets under management. Creand Management provides advisory services that include financial planning, portfolio management for individuals and businesses.

Firm Information

David Alvarez-correa is currently registered with Creand Management. Creand Management is an investment advisor based in Miami, FL. The firm has 22 registered representatives and manages $508,302,111 in assets. They offer financial planning and portfolio management services to high-net-worth individuals and banking or thrift institutions.
Creand Management

777 BRICKELL AVENUE

MIAMI, FL 33131

$508.30M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general economic advice

General economic advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees

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David Alvarez-correa’s Registration & Firm History

FL

06/14/2022 - Present

Creand Management (MIAMI FL)

FL

08/07/2017 - 05/20/2022

BULL MARKET SECURITIES, INC. (Miami FL)

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Licenses & Designations

BOTH

Issued 05/24/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for David Antonio Alvarez-correa.
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