Qualified Intermediary

Affiliated 1031

Affiliated 1031, LLC · Parent: Independent / attorney-managed (footer: Affiliated 1031, LLC) · Firm website

FEA membership: FEA unknown
CES® holders: Steven Gurian, Esq., LL.M., CES; Stephen A. Wayner, Esq., CES
Fidelity bond: Not published on cited pages
E&O / other cover: Not published on cited pages
How funds are held: Funds unknown
Dual-signature wires: Wire controls unknown
Reverse / improvement / DST: Reverse Yes · Improvement Yes · DST Unknown
Last sourced: 2026-09-07

Fund handling

Homepage: ‘All funds are placed only in 5-star banks.’ That is a marketing grade, not a published account title, qualified escrow/trust, or commingling statement. Bond and E&O dollar limits are not on the pages cited.

Who it is for

Nationwide attorney-managed 1031 exchangers (homepage: 30+ years). Coconut Grove, Florida office on the team page (2601 S. Bayshore Drive, 18th Floor). Homepage: ‘Liberty 1031 Is Now Affiliated 1031’ by Stephen Wayner, Esq.

Verdict

Attorney-managed QI with two named CES® lawyers and a types page that publishes reverse and construction/EAT work. Custody disclosure is the weak part: ‘5-star banks’ and ‘we’ve been protecting funds for over three decades’ without a bond number, TIN title, or dual-signature rule. Homepage CES claim is that each case is handled exclusively by a CES® — still confirm who is on your file. Company FEA membership was not on the cited pages.

Notes

This is a QI custody file, not a securities offering. Footer legal name: Affiliated 1031, LLC. The homepage banner “Liberty 1031 Is Now Affiliated 1031” (Stephen Wayner, Esq.) is the alias source used here. Bayview Financial Exchange Services was not printed on the three pages cited and is not added.

Team page (fetched 2026-09-07): Steven Gurian, Esq., LL.M., CES (Partner) and Stephen A. Wayner, Esq. CES (Consiliarius). Other attorneys are listed without CES and are not added. Homepage: “Your case will be handled exclusively by a Certified Exchange Specialist®.”

Types page: simultaneous, forward, construction/build-to-suit (Affiliated 1031 as Exchange Accommodation Title Holder), and reverse (same EAT role). Improvement and reverse are therefore yes. DST is not marketed there.

Funds: homepage “5-star banks” only. No published fidelity/E&O dollars, FEA company membership, or dual-signature workflow on these pages.

Sources

Homepage — Affiliated 10312026-09-07
Our Team — Affiliated 10312026-09-07
Types of 1031 Exchanges — Affiliated 10312026-09-07

Share a factual note

Prewritten LinkedIn text. No hype. No affiliate link.

Affiliated 1031, LLC (Affiliated 1031) has a custody file on The QI File — published facts only. No star rating. No paid placement.

FEA: FEA unknown. Funds: Funds unknown. Dual-sign: Wire controls unknown.

Unknown on that file means unpublished, not a grade.

https://www.theqifile.com/firms/affiliated-1031/

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Corrections and verification

Listings are sourced from public pages. Unknown is omitted, not graded. If a fact is wrong or stale, send the primary URL.