Walter AlvesCRD 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.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|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|
Total Assets Under Management317MILLIONS
Total Number of Accounts191ACCOUNTS
Average Account Value$1,659,406
- 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
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