Advisor at MMBG Investment Advisors Co.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MMBG Investment Advisors Co.
Location
Miami, FL 33131
Credentials
Series 65
Industry experience
3 years
Nelson Flores is a financial advisor at MMBG Investment Advisors Co. with a Series 65 designation and three years of industry experience. He has worked at several firms including Unimar Financial Services LLC and FirstBank Florida. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach that integrates macro analysis with fundamental security selection, offering customized portfolios that include both equity and fixed-income holdings tailored to client objectives.
Based on MMBG Investment Advisors Co.
Fixed fees typically from $1,000 to $20,000 for financial planning and certain specified services
Performance fees generally between 10% and 30% of outperformance, if charged, but currently not charged for any clients
Account minimum: $500,000 Fee-only: Fixed, non-asset-based fees typically range from $1,000 to $20,000 depending on services
1221 Brickell Avenue, Suite 1030
Miami, FL 33131
Florida
MMBG Imvestment Advisors Co.
2024 - Present (2 years)
Unimar Financial Services LLC
2021 - 2024 (3 years)
FirstBank Florida
2020 - 2021 (1 year)
Prestige Consulting Group
2018 - 2021 (3 years)
GBS International
2017 - 2018 (1 year)
Student
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Coral Gables, FL
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CFP®, ChFC®, Series 63, Series 65
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Series 65
Surfside, FL
Thames Asset Management, Inc
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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