Arie Zoldan (CRD# 7082868) is an Investment Advisor Representative working at Vizcaya Capital, LLC in Miami, FL and has over 3 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 2311221
Kingsview Wealth Management, LLC
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vizcaya Capital, LLC | Miami, FL | Mar 2019 - Current | 3 |
| Asesorias Zoldan Florsheim Limitada | Santiago, | Dec 2016 - Feb 2019 | 2 |
| Octogone SA | Santiago, | May 2013 - Dec 2016 | 3 |
| Credit Suisse A.g. | Santiago, | Jun 2011 - May 2013 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- FL
-
Total Assets Under Management246MILLIONS
-
Total Number of Accounts118ACCOUNTS
-
Average Account Value$2,087,407
- 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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