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PINETREE ADVISORS CORP.

MIAMI, FL · CRD 299275 · IAPD ↗ · pinetreeadvisors.us · 305-510-8772

$120.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — PINETREE ADVISORS CORP. (MIAMI, FL) is newly SEC-registered with $120.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.