Marian Stupka (CRD# 4446848) is an Investment Advisor Representative working at Alveo Wealth Management, LLC in Mexico City, and has over 11 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holdun Family Office, LLC | Miami, FL | Jun 2019 - Current | 4 |
| Alveo Wealth Management, LLC | Miami, FL | Jul 2014 - Current | 9 |
| Cgi Merchant Capital, LLC | Miami, FL | Jun 2012 - Feb 2018 | 5 |
| Holdun Family Office LLC | Miami, FL | Jan 2013 - Apr 2017 | 4 |
| Cgi Capital Management, LLC | Miami, FL | Jul 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- FL
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$246,169
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
FL
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