Carolina MontealegreCRD Number: 7317561
Current Firm: We Family Offices
Carolina Montealegre (CRD# 7317561) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has 1 year of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|We Family Offices LLC||Miami, FL||Oct 2020 - Current||1|
|Thomas J. Hertzfeld Advisors||Miami Beach, FL||Sep 2019 - Oct 2020||1|
|Not Applicable||Miami, FL||Jul 2019 - Sep 2019||< 1|
|Ie Business School||Madrid,||Sep 2018 - Jul 2019||< 1|
|Not Applicable||Miami, FL||Apr 2018 - Sep 2018||< 1|
|Santander Private Bank||Miami, FL||Jul 2015 - Apr 2018||2|
|Not Applicable||Miami, FL||May 2015 - Jul 2015||< 1|
|University Of Virginia||Charlottesville, VA||Aug 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
Total Assets Under Management13,382MILLIONS
Total Number of Accounts96ACCOUNTS
Average Account Value$139,400,646
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, NY
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