TheJobsMapAbout Creand Wealth Management (Beta Capital)
Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in financial advisory and global wealth management for institutional and individual investors. Today at Beta Capital Securities LLC, a FINRA member firm, we carry out broker-dealer activities that, alongside our self-clearing license, enable us to expand our independent investment service capabilities with the means to efficiently maintain custody of assets and settle transactions. At Beta Capital Management LLC, a SEC registered investment adviser, we help our clients achieve their financial aspirations with comprehensive solutions always taking into account their financial and personal priorities first. Our services: Custody and Execution services for institutional and private clients are offered through our broker-dealer, Beta Capital Securities, LLC, who also maintains its own self-clearing platform and capabilities. Wealth Management and Financial Planning services through our Registered Investment Advisor Beta Capital Management, LLC . Creand Wealth Management is a Creand group company.
Founded in 1995 by Maria Healy and María Castillo.
- Founded
- 1995
- Employees
- 11 to 50
- Headquarters
- United States
Leadership
The top of Creand Wealth Management (Beta Capital)'s org chart, with how many people report into each leader.
Esteban Jorge Estévez Zurita
Chairman of the Board - Creand Wealth Management (Beta Capital)
Jobs at Creand Wealth Management (Beta Capital)
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