Walter
Alves
Az Apice Capital Management LLC
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About this Advisor
Walter Alves is a financial advisor working out of Miami, Florida who has 7 years of industry experience. Alves is an employee of Az Apice Capital Management LLC. During their career, Alves has held roles at Morgan Stanley & Co. Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Insigneo Securities, LLC, Northeast Securities Inc and Az Apice Capital Management LLC. Alves holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Az Apice Capital Management LLC is a firm based in Miami, FL. It oversees $317 million in assets among its 191 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 191 customer accounts, 99% belong to high-net-worth individuals who have at least $1 million in assets. Az Apice Capital Management LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on the type of financial services provided. Fee types charged by Az Apice Capital Management LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Az Apice Capital Management LLC Brokerage Details
$316,946,613
5
191
$1,659,406
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Walter Alves Work History
Walter has been registered as a financial advisor for 7 years.*
Insigneo Securities, LLC
Northeast Securities Inc
Az Apice Capital Management LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co. Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Walter Alves 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 Az Apice Capital Management LLC
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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