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Oren Arazi

Advisor at Pinetree Advisors Corp.

Updated today

Location

Miami, FL 33180

Credentials

Series 65, Series 66

Industry experience

12 years

About

Oren Arazi is a financial advisor at Pinetree Advisors Corp. in Miami, FL, holding Series 65 and Series 66 licenses with 12 years of industry experience. He has been with Pinetree Advisors since 2014 and previously worked at Focus Investment Advisor, LLC. Outside of his advisory role, he is a licensed independent insurance agent offering life insurance and annuities. Pinetree Advisors Corp. provides discretionary portfolio management and financial consulting primarily to high-net-worth individuals. The firm manages client portfolios using fundamental analysis and longer-term purchase strategies, and also serves as an adviser to an offshore private credit fund.

Client services

Based on Pinetree Advisors Corp.

Portfolio management Selection of other advisers Adviser to a pooled investment vehicle

Expertise

Based on Pinetree Advisors Corp.

Private / alternative investments Real estate investing

Fee options

Fixed

Annual flat fee of $500 for financial consulting services related to referrals to third parties for corporate services

Percentage

$0 - $66,666: Negotiable flat fee or minimum fee (may be reduced to avoid excessive fees) Above $66,666+: Annual fee negotiable from 0.30% to 2.0% depending on assets and services

Commissions

Certain persons affiliated with firm are licensed insurance agents and earn separate commissions for insurance products

Other

Account minimum: No minimum stated; firm may terminate accounts deemed too small to manage effectively Minimum fee: Minimum fee threshold of $500 per quarter ($2,000 per year) for certain small accounts; may negotiate flat fee; for accounts valued at or below $66,666, minimum fee may be reduced

Location

2420 Ne Miami Gardens Drive, Suite 203

Miami, FL 33180

Most active in

Florida

Work history

Pinetree Advisors Corp

2018 - Present (8 years)

Pinetree Advisors Corp

2014 - Present (12 years)

Focus Investment Advisor, Llc

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ft. Lauderdale, FL

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Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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Private / alternative investments Multi-state taxation Real estate investing
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Ivan M

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Miami, FL

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Active portfolio management Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Founder/Business Owner Retired
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