Julio Almeyda
Julio Almeyda is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Coral Gables, FL, with 26 years of industry experience. Julio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
201 Alhambra Circle, Suite 1400, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Julio is a co-owner of a Crema Gourmet Espresso Bar franchise since 2022 and a member of J6 Dania Pointe Crema Ventures LLC, which owns a percentage of another Crema Gourmet Espresso Bar franchise. He is also a part owner of J6 Sound Bar Miami LLC, which will invest in a pizza restaurant; these activities require minimal time and are not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Union Planters Investment Advisors, INC.
Pfic Securities CorporationBroker
Wm Financial Services, INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.