Walter Alves, financial advisor Miami FL

Walter Alves

CRD Number: 2784279
Current Firm: Az Apice Capital Management LLC

Walter Alves (CRD# 2784279) is an Investment Advisor Representative working at Az Apice Capital Management LLC in Miami, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Insigneo Securities, LLC Miami, FL Jul 2017 - Current 5
Northeast Securities Inc. Miami, FL Feb 2016 - Current 7
Az Apice Capital Management LLC Miami, FL Feb 2016 - Current 7
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
Contact Info for Walter J. Alves
Phone Number: 305-912-0915
Firm Website:
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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