Creand Wealth Management (Beta Capital)
Financial Services - Miami, Florida, United States
Creand Wealth Management (Beta Capital) Employees
John Fitzpatrick
Financial Advisor, Private Wealth Management & Broker/Dealer
Francesc Pascual
IT strategy and operations manager & Organization and methodology manager
Creand Wealth Management (Beta Capital) Details
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 Crèdit Andorrà Group company.
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