Alberto Bravo (CRD# 6205310) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in Coral Gables, FL and has over 3 years of experience in the finance industry.
CRD# 1104730
Cetera Investment Advisers LLC
CRD# 2845657
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6904269
Fdi Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Snowden Lane Partners | Coral Gables, FL | Feb 2021 - Current | 3 |
| Snowden Lane Partners | Coral Gables, FL | Jun 2019 - Jan 2021 | 1 |
| Merrill Lynch Pierce Fenner & Smith Incorporated | Coral Gables, FL | Jul 2014 - Jun 2019 | 4 |
| Unemployed | Lake City, FL | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- FL
- TX
-
Total Assets Under Management5,932MILLIONS
-
Total Number of Accounts9,455ACCOUNTS
-
Average Account Value$627,432
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.