Creand Wealth Management (Beta Capital) Employee Directory

Financial ServicesUnited States11-50 Employees

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 Creand group company.

Find Creand Wealth Management (Beta Capital) employees' phone numbers or email addresses

Creand Wealth Management (Beta Capital) Global Highlights

North America
33

United States Of America
30
Panama
2
Mexico
1

Europe
2

Spain
1
Andorra
1

Africa
1

Uganda
1

Asia
1

China
1

Creand Wealth Management (Beta Capital)'s Leadership

H. J.
Ceo
Mobile Phone
Email
C. G.
Chief Compliance Officer
Mobile Phone
Email
E. J. E. Z.
Chairman Of The Board - Creand Wealth Management (beta Capital)
Mobile Phone
Email
J. F. A.
Senior Vice President
Mobile Phone
Email
D. R.
Investment Advisor Manager
Mobile Phone
Email
C. O.
Human Resources Manager
Mobile Phone
Email
C. A.
Sr. Client Service Associate
Mobile Phone
Email
N. M.
Gerente De Contabilidad
Mobile Phone
Email

Contact profiles from Creand Wealth Management (Beta Capital)

Name

Title

Contact Info

Location

Last Update

E. J. E. Z.
Chairman Of The Board - Creand Wealth Management (beta Capital)
Mobile Phone
Email
SpainCommunity of Madrid
Nov 12, 2025
C. G.
Chief Compliance Officer
Mobile Phone
Email
United StatesFlorida
Oct 27, 2025
H. J.
Ceo
Mobile Phone
Email
China
Oct 21, 2025
J. F. A.
Senior Vice President
Mobile Phone
Email
United States
Sep 09, 2025
D. R.
Investment Advisor Manager
Mobile Phone
Email
United StatesFlorida
Jun 20, 2025
C. O.
Human Resources Manager
Mobile Phone
Email
Nov 04, 2025
C. A.
Sr. Client Service Associate
Mobile Phone
Email
United StatesFlorida
Oct 22, 2024
N. M.
Gerente De Contabilidad
Mobile Phone
Email
United StatesFlorida
Nov 11, 2025
N. M.
Trading Specialist
Mobile Phone
Email
United StatesFlorida
Nov 12, 2025
A. T. G.
Registered Representative
Mobile Phone
Email
PanamaPanamá
Oct 22, 2025

Frequently Asked Questions

What is Creand Wealth Management (Beta Capital) known for?

Creand Wealth Management (Beta Capital) operates in the Financial Services industry. The company's main headquarters is located in 777 Brickell Ave, Suite 1201 Miami, Florida 33131, US. Explore Creand Wealth Management (Beta Capital)'s company overview page for more information.

What is Creand Wealth Management (Beta Capital)'s most common email format?

Creand Wealth Management (Beta Capital) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Creand Wealth Management (Beta Capital) email formats with LeadIQ.

How many employees does Creand Wealth Management (Beta Capital) have currently?

Creand Wealth Management (Beta Capital) has approximately 29 employees as of October 2025. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are Creand Wealth Management (Beta Capital)'s key employees and leadership?

As of October 2025, Creand Wealth Management (Beta Capital)'s key employees include:

Ceo: H. J.
Chief Compliance Officer: C. G.
Chairman Of The Board - Creand Wealth Management (beta Capital): E. J. E. Z.
Senior Vice President: J. F. A.
Investment Advisor Manager: D. R.

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