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Sebastian Rodrigo Gomez

Investment adviser representative at Amerant Investments, Inc.
10 yearsExperience
3 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

10 years in the industry.

  1. Amerant Investments, Inc.Dec 2021 to now
  2. Mariva Capital Markets, LLCMay 2017 to Dec 2021
  3. Mariva Global Asset ManagementMay 2017 to Dec 2021
  4. Bigsur Wealth Management, LLCJul 2016 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014
  • Series 63 · Uniform Securities Agent State Law2020

State registrations

Registered as an investment adviser representative in 3 states (CT, 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
6296635
Firm CRD
117284
Advisor's SEC record (opens in a new tab)
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