Alejandro
Vela
Fbb Capital Partners
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About this Advisor
Alejandro Vela is a certified financial planner operating in Bethesda, Maryland with a total of 1 year of industry experience. Vela is an employee of Fbb Capital Partners. The advisor has gained experience at Fbb Capital Partners, Kershner Trading Group, University Of Maryland and Primerica, Inc. Vela can work in Maryland, Texas and Virginia. Fbb Capital Partners is an advisory company operating out of Bethesda, MD. It has offices in three locations and a total of 21 financial advisors. It manages $2 billion in total assets across its 2,899 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to nine charities and foundations. Of its 2,899 accounts, 53% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually vary depending on the type of financial services. However, fee types billed by Fbb Capital Partners may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fbb Capital Partners Brokerage Details
$1,636,130,105
21
2,899
$564,377
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Alejandro Vela Work History
Alejandro has been registered as a financial advisor for 1 years.*
Fbb Capital Partners
Fbb Capital Partners
Kershner Trading Group
Primerica, Inc
University Of Maryland
*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 Alejandro Vela 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 Fbb Capital Partners
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
