Ernesto Moreno
Multus Asset Management · Coral Gables, Florida
Ernesto Moreno is a fee-only financial advisor at Multus Asset Management in Coral Gables, Florida. Multus Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Multus Asset Management |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Languages | Spanish |
| Assets under management | $20.9M across 86 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 5883601 |
| Exams passed | Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | multusam.com |
How Ernesto's firm compares
- Multus Asset Management's average account is about $244,000, from its Form ADV (assets managed divided by 86 accounts).
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Questions about Ernesto
Is Ernesto Moreno a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ernesto holds no broker registration, and Multus Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ernesto charge for financial advice?
Ernesto's firm, Multus Asset Management, reports charging a percentage of assets on its SEC Form ADV.
What languages does Ernesto work in?
Besides English, Multus Asset Management offers service in Spanish, according to its website.
Where is Ernesto Moreno based?
Ernesto Moreno is based in Coral Gables, Florida.
Is Ernesto Moreno registered with the SEC?
Yes. Ernesto Moreno is registered as an investment adviser representative in FL and TX (CRD 5883601), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Multus Asset Management manage?
Multus Asset Management reports $20.9M across 86 accounts in assets under management.
How do I contact Ernesto Moreno?
Through Ernesto's website, multusam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Multus Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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