Walter Alves (CRD# 2784279) is an Investment Advisor Representative working at Az Apice Capital Management LLC in Miami, FL and has over 27 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 |
|---|---|---|---|
| Sanctuary Securities, Inc. | Miami, FL | May 2022 - Current | 1 |
| Az Apice Capital Management LLC | Miami, FL | Feb 2016 - Current | 8 |
| Insigneo Securities, LLC | Miami, FL | Jul 2017 - Apr 2022 | 4 |
| Northeast Securities Inc. | Miami, FL | Feb 2016 - Jul 2017 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Feb 2016 | 1 |
| Morgan Stanley Smith Barney | Miami, FL | Jun 2009 - Feb 2016 | 6 |
| Morgan Stanley & Company Incorporated | Miami, FL | Feb 2007 - Feb 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
- FL
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Total Assets Under Management345MILLIONS
-
Total Number of Accounts166ACCOUNTS
-
Average Account Value$2,077,159
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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