GLOBAL WEALTH MANAGEMENT

PERSONALIZED SERVICE

ABOUT US

B&M Advisors is an independent wealth management firm serving investment clients on a global basis. Our goal is to take advantage of market opportunities while also managing our clients’ exposure to investment risk. Our focus is on our clients’ liquidity needs, financial goals and their tolerance for risk.

Our financial advisors have an in-depth understanding of the challenges, goals, preferences, styles and strategies that distinguish wealthy investors. As a truly global institution, we have an acute knowledge of financial opportunities and their potential risks. This combination better positions us to develop, structure and execute strategies for your most important financial needs.

 
CUSTODY & CLEARING

 

Client accounts are held and securities are cleared through Pershing, LLC, a wholly owned subsidiary of BNY Mellon and member of the New York Stock Exchange. BNY Mellon is the oldest US banking institution, founded by Alexander Hamilton in 1784.

SERVICES

 

By understanding our clients’ aspirations, we develop comprehensive financial strategies and make regular adjustments to ensure that we stay on course. We help individuals and families to grow and preserve wealth over market cycles and across generations.

 

PROTECTION OF CLIENT ASSETS

BNY Mellon Pershing’s core financial strength provides the foremost measure of the protection of assets held in our custody. Our parent company, BNY Mellon, is a leading provider of financial services for institutions, corporations and high-net-worth individuals. 

 

CONTACT US

801 Brickell Ave., Suite 2500

Miami, FL 33131
 

Soraya Batista: sbatista@bmadvisorsmiami.com

Edilberto Moreno: emoreno@bmadvisorsmiami.com

Maria Corina Gallegos: mgallegos@bmadvisorsmiami.com


Tel: (786) 693-7855

 

Content Copyright © 2020 B&M Advisors All Rights Reserved.

 

Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978.779.5361. Advisory services offered through Bolton Global Asset Management, an SEC Registered Investment Advisor. B&M Advisors professionals are registered within the following states: CA,FL,MA,NY,TX. 

FINRA BrokerCheck

 

 

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