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David Dario Diaz monroy

Portfolio Resources Advisor Group, Inc.

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About David Dario Diaz monroy

David Dario Diaz monroy is an Investment Advisor Representative with Portfolio Resources Advisor Group, Inc., located in Coral Gables, Florida. David has been in the industry since 2016. David holds Series 7, SIE and Series 66 registrations. Prior to joining Portfolio Resources Advisor Group, Inc., David worked at INVESTACORP, INC., Merrill Lynch, Pierce, Fenner & Smith Incorporated and XPRESS TECHNOLOGY INC.

Firm Information

David Diaz monroy is currently registered with Portfolio Resources Advisor Group, Inc.. Portfolio Resources Advisor Group, Inc. is an investment advisor registered with the SEC and based in Miami, Florida. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and high-net-worth individuals. They also offer selection of other advisers. The firm manages $115,963,278 in assets for 362 clients.
Portfolio Resources Advisor Group, Inc.

800 BRICKELL AVENUE, SUITE 903

MIAMI, FL 33131

$115.96M

Assets Under Management

9

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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David Diaz monroy’s Registration & Firm History

FL

05/26/2021 - Present

Portfolio Resources Advisor Group, Inc. (CORAL GABLES FL)

FL

04/10/2018 - 06/03/2019

INVESTACORP, INC. (MIAMI FL)

MD

04/20/2016 - 03/20/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

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Licenses & Designations

BOTH

Issued 07/05/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Dario Diaz monroy.
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