Carolina Montealegre, financial advisor Miami FL

Carolina Montealegre

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Carolina I. Montealegre
Phone Number: 305-825-2225
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    13,382
    MILLIONS
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $139,400,646
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, NY

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