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Kilian Ernst Kretschmer

Finaccess Advisors, LLC

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About Kilian Ernst Kretschmer

Kilian Ernst Kretschmer is an Investment Advisor Representative registered with Finaccess Advisors, LLC. Kilian has been in the industry since 2014 and has experience working with a range of clients including high-net-worth individuals, pooled investment vehicles, corporations, and trusts. Kilian holds the Series 65, Series 66, Series 7 and SIE licenses. Kilian's firm specializes in wealth management, financial planning, and portfolio management services for individuals and businesses. Finaccess Advisors, LLC provides financial services to clients in Miami, Florida.

Firm Information

Kilian Kretschmer is currently registered with Finaccess Advisors, LLC. Finaccess Advisors, LLC is a Miami, Florida-based investment advisor that provides wealth management services to a variety of clients, including high-net-worth individuals, corporations, pooled investment vehicles, and irrevocable trusts. The firm has over $4 billion in regulatory assets under management and is registered with the SEC.
Finaccess Advisors, LLC

1111 BRICKELL AVENUE

MIAMI, FL 33131

$4.05B

Assets Under Management

Not reported

Total Clients

6

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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wealth mgmt services

Wealth mgmt services

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

Referral fees from custodians

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Kilian Kretschmer’s Registration & Firm History

FL

11/14/2018 - Present

Finaccess Advisors, LLC (MIAMI FL)

NY

05/02/2014 - 01/15/2016

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/04/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/15/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kilian Ernst Kretschmer.
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