Luciano
Mira

Walser Wealth Management Company, A Limited Liability Company

CRD#7459518
Investment Advisor
in Tampa, FL

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About this Advisor

Luciano Mira is a financial advisor based in Tampa, Florida, working with Walser Wealth Management Company, A Limited Liability Company. Luciano has previously held positions at Florida Financial Advisors, Fork In The Road Catering, Domo Sushi, YMCA, Peninsula High School, Washington State University, E*Trade Securities LLC, Morgan Stanley, Walser Wealth Management Company, and Sunrun. Luciano has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Luciano is part of Walser Wealth Management Company, A Limited Liability Company, which operates out of Tampa, Florida. The firm has 12 employees and manages assets totaling $164.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Walser Wealth Management Company, A Limited Liability Company includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

777 S. Harbour Island Blvd Ste 440
Tampa, FL 33602

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Walser Wealth Management Company, A Limited Liability Company Brokerage Details

Total Assets Under Management

$164,072,665

FL Average: $1,855,561,029
Total Number of Employees

12

FL Average: 62
Total Number of Accounts

1,145

FL Average: 2,474
Average Account Size

$143,295

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Luciano Mira Work History

2024 - Present (0 year)

Walser Wealth Management Company

2023 - Present (1 year)

Walser Wealth Management Company

2023 - 2023 (< 1 year)

Morgan Stanley

2023 - 2023 (< 1 year)

Sunrun

2023 - 2023 (< 1 year)

E*Trade Securities LLC

2022 - 2023 (1 year)

E*Trade Securities LLC

2021 - 2021 (< 1 year)

Florida Financial Advisors

2018 - 2020 (2 years)

Fork In The Road Catering

2018 - 2021 (3 years)

Washington State University

2016 - 2018 (2 years)

Domo Sushi

2015 - 2018 (3 years)

Ymca

2012 - 2016 (4 years)

Peninsula High School

Disclosures

Please visit the SEC profile of Luciano Mira to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Walser Wealth Management Company, A Limited Liability Company

Trevor Mann
Tampa, FL
Jacob Stinson
Tampa, FL
Wentworth Gardner
Tampa, FL
Charles Muzzo
Tampa, FL
Rebecca Walser
Tampa, FL
Jerry Sylvester
Tampa, FL
Carson Wolf
Tampa, FL
Luciano Mira
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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