Marcelo Alves, financial advisor Miami FL

Marcelo Alves

CRD Number: 4820438
Current Firm: Focus Investment Advisors, LLC

Marcelo Alves (CRD# 4820438) is an Investment Advisor Representative working at Focus Investment Advisors, LLC in Miami, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Focus Investment Advisor, LLC Coral Gables, FL Mar 2011 - Current 13
Genesis Investment Advisors LLC Miami, FL Aug 2009 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2010
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Marcelo F. Alves
Phone Number: 305-494-6551
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $617,647
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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