Juan Francisco Arias
Investment adviser representative at Creand Management
10 yearsExperience
1 stateRegistered in
$506.6MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Creand ManagementMar 2022 to now
- Creand SecuritiesFeb 2022 to now
- Safra National Bank of New YorkMay 2019 to Feb 2022
- Efg Capital InternationalSep 2016 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2004
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Creand Management
Legal name: Beta Capital Management LLC
$506.6MAssets managed
134Clients
12Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4517940
- Firm CRD
- 154894