Antoine S Rojo
Investment adviser representative at Efg Private Wealth Management (americas) Corp.
11 yearsExperience
1 stateRegistered in
$2.3BFirm assets
15 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Efg Private Wealth Management (americas) Corp.Dec 2025 to now
- Efg Capital International CorpDec 2025 to now
- Santander Bank, NAAug 2024 to Nov 2025
- Santander Securities, LLCAug 2024 to Nov 2025
- Tradestation Securities, Inc.Mar 2022 to Aug 2024
- Reds Rentals MiamiFeb 2021 to Mar 2022
- Envios a ChileAug 2020 to Jan 2021
- UnemployedJun 2020 to Aug 2020
- Florida International UniversityJan 2019 to May 2022
- Gsm ManagementJan 2018 to Jun 2020
- Broward CollegeAug 2017 to Dec 2018
- UnemployedMay 2017 to Aug 2017
- Graziano's Mercado DoralOct 2016 to Dec 2016
- Miami Dade CollegeAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Efg Private Wealth Management (americas) Corp.
$2.3BAssets managed
479Clients
45Advisers
15 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
- 7522001
- Firm CRD
- 158905