Aventura Capital Management, LLC

Loretta Scarpettiscroggins is a financial advisor at Aventura Capital Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Aventura since 2011. She is also involved with Scarpetti & Scroggins, LLC, a business engaged in the sale of fixed annuities, life insurance, disability insurance, and long-term care insurance. Aventura Capital Management provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a combination of fundamental security analysis and asset allocation with various investment strategies, offering both discretionary and non-discretionary supervisory services across multiple asset classes.

Daniel Cauceglia is a financial advisor at Aventura Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved with multiple related entities including Aventura Insurance Services, Aventura Securities, and Aventura Holdings since 2006. He is also the managing member of FlexMark Strategic Partners, LLC, an affiliated investment partnership. Aventura Capital Management provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a combination of fundamental security analysis and asset allocation along with varied investment strategies, offering both discretionary and non-discretionary services across multiple asset classes.

Timothy Moy is a financial advisor with Aventura Capital Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Aventura Capital Management and its affiliated entities since 2007. In addition to his advisory role, Moy serves as Co-Portfolio Manager of FlexMark Strategic Partners, LLC. Aventura Capital Management provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a blend of fundamental security analysis and asset allocation combined with long-term, short-term, and trading strategies, offering both discretionary and non-discretionary investment supervisory services.

Juan Lopez is a financial advisor at Aventura Capital Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has been affiliated with Aventura Securities LLC since 2013. Outside of his advisory role, he is involved with Ace Business Solutions, providing bookkeeping services, and works as an Uber driver. Aventura Capital Management offers investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a combination of fundamental security analysis and asset allocation alongside various strategies, including options and active fund selection, to manage client portfolios.