Luis Alayo Riera (CRD# 2678703) is an Investment Advisor Representative working at The Atlas Financial Group in Miami, FL and has over 25 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 |
|---|---|---|---|
| The Atlas Capital Group | Miami, FL | Jun 2020 - Current | 3 |
| Ac Capital Group LLC | Miami, FL | Sep 2019 - Current | 3 |
| Ucap Securities LLC | Miami, FL | Aug 2019 - Jun 2020 | < 1 |
| Ucap Asset Management | Miami, FL | Aug 2019 - Jun 2020 | < 1 |
| Ifs Securities | Atlanta, GA | Feb 2017 - Aug 2019 | 2 |
| Raymond James & Associates | Miami Beach, FL | Nov 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- PR
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Total Assets Under Management184MILLIONS
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Total Number of Accounts76ACCOUNTS
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Average Account Value$2,425,592
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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)
- Other
FL, PR
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