PRIETOCRUZ ADVISORS, LLC
MIAMI, FLORIDA

PRIETOCRUZ ADVISORS, LLC, MIAMI

Working together since 1999, we take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. By relying on the expertise of our team, we’ll help you take a conservative approach to growing and preserving your wealth. For the past 25 years, Luis has served as a financial advisor, helping clients have a comprehensive, long‐term plan for pursuing the goals that are important to them. Before joining Raymond James in 2016 as an independent advisor, Luis began his career as a banker at Citibank in 1990. Later he became a financial advisor for Citicorp Investment Services in 1994, and in 2006 he joined Wells Fargo Advisors; both in Key Biscayne, FL. Luis is firmly committed to long-term client relationships, and through financial planning helps his clients with retirement, education, estate and insurance strategies. Through all the many challenges clients endure, he has worked closely with them to assure their investment strategy and financial plans continue to be tailored to their specific needs. Working closely with Ariel D. Cruz for more than 18 years, Luis has been helping clients manage and preserve wealth, while mitigating risk across the ever‐changing financial landscape. He holds Series 7, 63, 65, and health and life with variable annuities licenses. Luis lives in Miami and is a proud parent of three children, Andres, Isabel and Nicholas. Away from the office, Luis enjoys traveling, exercising, the arts, and attending his children's events. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. We’ve had the pleasure of working with a range of diverse clients, from large institutions to families and business owners. This agility has allowed our team to hone the skillset required to provide uncompromising financial service.  We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial services company. While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity. The firm’s culture of independence allows us to work closely with you to create custom solutions to your short- and long-term financial challenges. We’re honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth. Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals. Business Owners Unique solutions for business owners and entrepreneurs. Helping you manage your financial success. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Raymond James Investor Access is an online service that provides you with secure and convenient access to your accounts, statements, trade confirmations, and tax reporting documents. Clients with a Raymond James brokerage account are eligible for this service.

KEY FACTS ABOUT PRIETOCRUZ ADVISORS, LLC

Company name
PRIETOCRUZ ADVISORS, LLC
Status
Active
Filed Number
L16000043711
FEI Number
81-1699118
Date of Incorporation
March 3, 2016
Age - 9 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://prietocruzadvisors.com
Phones
(305) 440-1150
(877) 752-2237

PRIETOCRUZ ADVISORS, LLC NEAR ME

Principal Address
2700 SW 3RD. AVE, SUITE 2B,
MIAMI,
FL,
33129
Mailing Address
460 SW 18TH TER,
MIAMI,
FL,
33129

See Also

Officers and Directors

The PRIETOCRUZ ADVISORS, LLC managed by the two persons from MIAMI on following positions: Manager

Ariel D Cruz

Position
Manager Active
From
MIAMI, 33129

Luis Prieto

Position
Manager Active
From
MIAMI, 33129





Registered Agent is CORPORATE CREATIONS NETWORK INC.

Address
801 US HIGHWAY 1, NORTH PALM BEACH, FL, 33408

Annual Reports

2024
February 29, 2024
2023
January 25, 2023