Skip to content

Mariana Avila murati

Investment adviser representative at Activest Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 yearsFirm in business

Are you Mariana Avila murati? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Activest Wealth Management, LLCFeb 2026 to now
  2. UnemployedJun 2025 to Feb 2026
  3. RBC Dominion SecuritiesMar 2019 to Jun 2025
  4. State StreetMay 2018 to Aug 2018
  5. StudentSep 2014 to Jan 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Activest Wealth Management, LLC

$1.5BAssets managed
530Clients
14Advisers
8 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
8304156
Firm CRD
156150
Advisor's SEC record (opens in a new tab)
CallContact this firm