Unclaimed Profile

Marcelo A Alvarez

EFG CAPITAL ADVISORS LLC·MIAMI, Florida

SIE, Series 7, Series 24, Series 27, Series 63Clean record16 years registeredEFG CAPITAL ADVISORS LLC

701 BRICKELL AVENUE, MIAMI, FL 33131CRD# 2812588Firm CRD# 145208

Profile Verification

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

Identity

Marcelo A Alvarez · MIAMI, FL

Registration

CRD #2812588 · EFG CAPITAL ADVISORS LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EFG CAPITAL ADVISORS LLC

EFG CAPITAL ADVISORS LLC

Nov 2009 – Oct 2014

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Registration record

First registered · November 12, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EFG CAPITAL ADVISORS LLC

CRD 145208 · SEC 801-68609

AUM

$48M

Regulatory assets under management

Employees

113 client accounts

Services offered by EFG CAPITAL ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EFG CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Marcelo A Alvarez offer?

Marcelo A Alvarez specializes in Investment Management, Wealth Management.

What are Marcelo A Alvarez's credentials?

Marcelo A Alvarez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marcelo A Alvarez located?

Marcelo A Alvarez is based in MIAMI, Florida, last registered with EFG CAPITAL ADVISORS LLC.

How does Marcelo A Alvarez charge for services?

Marcelo A Alvarez's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EFG CAPITAL ADVISORS LLC?

EFG CAPITAL ADVISORS LLC has approximately 5 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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