AdFi
MA

Michael Alan Andrews

Investment Adviser Representative at EFG Private Wealth Management (Americas) Corp.

Miami, FLCRD #6227932Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
7

Professional summary

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

Michael Alan Andrews is an investment adviser representative with EFG Private Wealth Management (Americas) Corp. in Miami, FL, where they have been registered since 2023. They have worked in the securities industry since 2014 and have been registered with 8 firms, including Cantella & Co., Inc. and Kovack International Advisors Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida.

Office

701 Brickell Avenue, Suite 1310
Miami, FL 33131

Advisors at this office: 43

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
7 states and territories

Delaware, District of Columbia, Florida, Georgia, New York, North Carolina, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/5/2014
Series 65
Uniform Investment Adviser Law Examination
Passed 12/18/2012
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/3/2014
Series 3
National Commodity Futures Examination
Passed 7/23/2011
Series 4
Registered Options Principal Examination
Passed 12/21/2018
Series 24
General Securities Principal Examination
Passed 4/10/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Ameliora Wealth Management USA LLCCurrent
9/11/2024 – Miami, FL
EFG Private Wealth Management (Americas) Corp.Current
9/19/2023 – Miami, FL
Bradesco Investments Inc.Current
2/24/2022 – Cooper City, FL
Cantella & Co., Inc.
3/2/2021 – 2/22/2022Cooper City, FL
Kovack International Advisors Inc.
11/21/2019 – 10/9/2020Fort Lauderdale, FL
Kovack Advisors, Inc.
5/17/2018 – 10/9/2020Ft. Lauderdale, FL
Northwestern Mutual Investment Services,llc
9/27/2017 – 11/30/2017Ft Lauderdale, FL
Suntrust Advisory Services, Inc.
1/17/2017 – 9/7/2017Fort Lauderdale, FL
Summit Financial Group Inc
4/25/2016 – 1/4/2017Boca Raton, FL
Kovack Advisors, Inc.
4/10/2015 – 2/19/2016Ft. Lauderdale, FL
Kingsview Asset Management, LLC
7/30/2013 – 12/5/2013Plantation, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Cetera Financial Group
    Feb 2016 – Jan 2017Boca Raton, FL
  2. SunTrust Investment Services
    Jan 2017 – Aug 2017Fort Lauderdale, FL
  3. Michael Lawhon
    Sep 2017 – Nov 2017Fort Lauderdale, FL
  4. Northwestern Mutual Investment Services, LLC
    Sep 2017 – Nov 2017Fort Lauderdale, FL
  5. Newbridge Securities Corporation
    Dec 2017 – Dec 2017Boca Raton, FL
  6. David Lerner Associates, Inc.
    Mar 2018 – Apr 2018Boca Raton, FL
  7. Kovack Securities, Inc.
    Apr 2018 – Oct 2020Fort Lauderdale, FL
  8. LPL Financial
    Oct 2020 – Feb 2021Fort Mill, SC
  9. Cantella & Co., Inc.
    Mar 2021 – Feb 2022Malden, MA
  10. Bradesco BAC Florida Investments
    Feb 2022 – no end date reportedCoral Gables, FL
  11. Cantella & Co., Inc.
    Aug 2022 – Jan 2023Malden, MA
  12. EFG Capital International Corp
    Jan 2023 – no end date reportedMiami, FL
  13. ACP Securities LLC
    Aug 2025 – no end date reportedMiami, FL
  14. CIMA Financial Regulation Consultants
    Feb 2022 – no end date reportedWeston, FL
  15. Avanzza Investments, LLC
    Jul 2026 – no end date reportedThe Woodlands, TX

Official records & sources

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

About EFG Private Wealth Management (Americas) Corp.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$250,000 (waivable)
Estimated blended rate
0.015
Firm's annual rate schedule by assets
  • Discretionary Band 1 (pre-Q4 2025)1.50%
  • Discretionary Band 2 (pre-Q4 2025)1.35%
  • Discretionary Band 3 (pre-Q4 2025)1.10%
  • Discretionary Band 4 (pre-Q4 2025)1.00%

+6 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsCharitable OrganizationsCorporationsOther

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
43
Offices listed on AdvisorFinder:
1
Main office:
Miami, FL
SEC file number:
801-72773

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at EFG Private Wealth Management (Americas) Corp.

Showing 12 of 43 in the directory

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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. Michael Alan Andrews 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael Alan Andrews (Ameliora Wealth Management USA)