Alan Albagli (CRD# 7609526) is an Investment Advisor Representative working at Vizcaya Capital, LLC in Miami, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vizcaya Capital, LLC | Miami, FL | Jun 2023 - Current | < 1 |
| Vizcaya Capital LLC | Miami, FL | Feb 2023 - May 2023 | < 1 |
| University Of Miami, Herbert Business School | Miami, FL | Jul 2021 - May 2023 | 1 |
| Vizcaya Capital LLC | Miami, FL | May 2022 - Dec 2022 | < 1 |
| Itau Bank | Santiago, | Oct 2018 - Jun 2021 | 2 |
| Dnd Private Investments | Santiago, | Jun 2018 - Sep 2018 | < 1 |
| Unemployed | Santiago, | Jan 2018 - May 2018 | < 1 |
| Universidad Nacional Andres Bello | Santiago, | Mar 2013 - Dec 2017 | 4 |
| Banco Security (chile) | Santiago, | Jun 2017 - Jul 2017 | < 1 |
| Universidad Nacional Andres Bello | Santiago, | Jul 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- FL
-
Total Assets Under Management427MILLIONS
-
Total Number of Accounts217ACCOUNTS
-
Average Account Value$1,966,293
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CT, FL
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