G Miguel Alves, financial advisor Pasadena CA

G Miguel Alves

CRD Number: 4963763
Current Firm: Vida Private Wealth LLC

G Miguel Alves (CRD# 4963763) is an Investment Advisor Representative working at Vida Private Wealth LLC in Pasadena, CA and has over 15 years of experience in the finance industry. G Miguel Alves has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Vida Private Wealth LLC Pasadena, CA May 2020 - Current < 1
Cantella & Company, Inc. Boston, MA Oct 2018 - May 2020 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasedena, CA Apr 2006 - Oct 2018 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for G Miguel Alves
Phone Number: 626-778-0678
Firm Website: https://www.vidapw.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    31
    MILLIONS
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $669,210
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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