Steven Edwin Espinosa
Investment adviser representative at Efg Private Wealth Management (americas) Corp.
10 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
10 years in the industry.
- Efg Private Wealth Management (americas) Corp.Jul 2025 to now
- Efg Capital International CorpMar 2025 to now
- Truist Investment Services, Inc.Jul 2022 to Mar 2025
- Truist BankOct 2017 to Jul 2022
- Sunshine Communications ServicesAug 2017 to Oct 2017
- Kiwanis Club of Little HavanaJun 2017 to Oct 2017
- Leaderhip Learning CenterOct 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7589823
- Firm CRD
- 158905