Arie Zoldan (CRD# 7082868) is an Investment Advisor Representative working at Vizcaya Capital, LLC in Miami, FL and has over 5 years 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 | Mar 2019 - Current | 5 |
Asesorias Zoldan Florsheim Limitada | Santiago, | Dec 2016 - Feb 2019 | 2 |
Octogone SA | Santiago, | May 2013 - Dec 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- 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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