Roberto Gadala-Maria
Roberto Gadala-Maria is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 24 years of industry experience. Roberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 438 clients with $1.9B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
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 ActivitiesSells Insurance
Roberto is involved in several business activities, including a Panamanian investment vehicle, private equity investments in the software development industry, and a solar power plant. He also refers insurance business to outside agencies and owns rental property.
Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
Efg Capital International
Efg Capital InternationalBroker
Previous Registrations
Efg Capital International CORP.
Efg Capital Advisors INC.
Efg Capital Advisors LLC
Efg Capital International CORP.
Efg Capital International LLCBroker
State Registrations4 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.