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David Rabella cusine

Creand Management

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About David Rabella cusine

David Rabella cusine is an investment advisor representative with Creand Management, a registered investment advisor with offices in Miami, FL. David Rabella cusine has been in the financial services industry since May 2006. David Rabella cusine is registered as a securities representative in Florida and Texas. David Rabella cusine holds the Series 63, Series 65, Series 7TO and SIE securities licenses. David Rabella cusine specializes in providing financial planning, portfolio management for individuals and businesses and general economic advice. David Rabella cusine currently works with 138 clients, with a total of $508.3 Million in assets under management.

Firm Information

David Rabella cusine 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 Rabella cusine’s Registration & Firm History

FL

06/07/2023 - Present

Creand Management (MIAMI FL)

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Licenses & Designations

BC

Issued 05/30/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/26/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for David Rabella cusine.
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