Paul Pestana Valeri, financial advisor Miami FL

Paul Pestana Valeri

CRD Number: 6762692
Current Firm: Efg Asset Management (americas) Corp.

Paul Pestana Valeri (CRD# 6762692) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Efg Capital International Corp Miami, FL Dec 2019 - Current 4
Efg Capital International Corp Miami, FL May 2018 - Dec 2019 1
Citibank Na Miami, FL Feb 2017 - May 2018 1
Citibank Na Miami, FL Nov 2015 - Jan 2017 1
Bb&t Fort Lauderdale, FL Jul 2015 - Nov 2015 < 1
Mercantil Commerce Bank Na Miami, FL Oct 2014 - Apr 2015 < 1
Office Max Inc. Miami, FL Nov 2013 - Oct 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2020
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Paul A. Pestana Valeri
Phone Number: 305-482-8000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,457
    MILLIONS
  • Total Number of Accounts
    804
    ACCOUNTS
  • Average Account Value
    $1,811,933
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DE, FL, NY

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