Patricia Helena Leon-ponte
Investment adviser representative at Amerant Investments, Inc.
15 yearsExperience
2 statesRegistered in
$782.4MFirm assets
24 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Amerant Investments, Inc.May 2015 to now
- Mercantil Commercebank Investment ServicesNov 2012 to now
- Mercantil CommercebankOct 2011 to now
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Amerant Investments, Inc.
$782.4MAssets managed
1,297Clients
21Advisers
24 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
- 6138795
- Firm CRD
- 117284