Unclaimed Profile

Carlos Zalles

WELCY CAPITAL ADVISORS LLC·MIAMI, Florida

WELCY CAPITAL ADVISORS LLC

1101 BRICKELL AVENUE, MIAMI, FL 33131CRD# 5071305Firm CRD# 154782

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carlos Zalles · MIAMI, FL

Registration

CRD #5071305 · WELCY CAPITAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Carlos Zalles is a registered financial advisor based in MIAMI, Florida, affiliated with WELCY CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WELCY CAPITAL ADVISORS LLC

AUM

$151M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WELCY CAPITAL ADVISORS LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Other: CONSULTING FEES

Regulatory

SEC/IARD CRD# 5071305

Firm CRD# 154782

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carlos Zalles offer?

Carlos Zalles specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.

What are Carlos Zalles's credentials?

Carlos Zalles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carlos Zalles located?

Carlos Zalles is based in MIAMI, Florida, working with WELCY CAPITAL ADVISORS LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Carlos Zalles charge for services?

Carlos Zalles's firm is compensated through percentage of aum, performance-based fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELCY CAPITAL ADVISORS LLC?

WELCY CAPITAL ADVISORS LLC has approximately 10 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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