AdFi
MA

Marisol Andreoni

Investment Adviser Representative at UTOPIA WEALTH MANAGEMENT, LLC

Coconut Creek, FLCRD #2060821Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
34 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Marisol Andreoni has worked in the securities industry since 1992. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/13/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 2/19/1991
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/16/1990

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $2,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Utopia Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

UTOPIA WEALTH MANAGEMENT, LLCCurrent
1/31/2023 – Coconut Creek, FL
CITIGROUP GLOBAL MARKETS INC.
6/7/2012 – 3/22/2022West Palm Beach, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
10/23/2009 – 5/10/2012Miami, FL
BANC OF AMERICA INVESTMENT SERVICES, INC.
5/25/2004 – 10/23/2009Fort Lauderdale, FL
WACHOVIA SECURITIES, LLC
10/1/2000 – 4/26/2004Weston, FL

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at UTOPIA WEALTH MANAGEMENT, LLC

1 other advisor in the directory

Nicholas A Chiricosta
Investment Adviser Representative
Investment Adviser Rep
View UTOPIA WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marisol Andreoni has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Marisol Andreoni - Financial Advisor in Coconut Creek, FL | AdvisorFinder