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Ricardo Cayetano De La Serna

ALVARIUM INVESTMENT ADVISORS (US), INC.·MIAMI, Florida
Unclaimed Profile
1111 BRICKELL AVENUE, MIAMI, FL 33131CRD# 4659462Firm CRD# 152104
01

About

Ricardo Cayetano De La Serna is a registered financial advisor based in MIAMI, Florida, affiliated with ALVARIUM INVESTMENT ADVISORS (US), INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALVARIUM INVESTMENT ADVISORS (US), INC.
AUM
$840M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ALVARIUM INVESTMENT ADVISORS (US), INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4659462
Firm CRD# 152104
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ricardo Cayetano De La Serna offer?
Ricardo Cayetano De La Serna specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Ricardo Cayetano De La Serna's credentials?
Ricardo Cayetano De La Serna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ricardo Cayetano De La Serna located?
Ricardo Cayetano De La Serna is based in MIAMI, Florida, working with ALVARIUM INVESTMENT ADVISORS (US), INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Ricardo Cayetano De La Serna charge for services?
Ricardo Cayetano De La Serna's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALVARIUM INVESTMENT ADVISORS (US), INC.?
ALVARIUM INVESTMENT ADVISORS (US), INC. has approximately 4 employees and manages $840M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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