Julio Lage is a registered investment advisor at Belvedere Wealth Advisors LLC, based in Miami, FL, with 20 years of industry experience. Julio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 11 clients with $4.5M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$4.5M
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Location
1395 Brickell Avenue, Suite 800, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2021Final
Other Business Activities
Julio is currently the CEO of Belvedere Wealth Advisors LLC (RIA). He also owns several other companies including Belvedere Capital Holdings, LLC, and Belvedere Participações Ltda (Brasil).
Employment History
Current Registrations
Belvedere Wealth Advisors LLC
February 2019 - Present · 7 yrs 2 mos
Previous Registrations
Blv SecuritiesBroker
May 2019 - May 2020 · 1 yr
Belvedere Wealth Advisors LLC
February 2019 - December 2025 · 6 yrs 10 mos
Belvedere Wealth Advisors LLC
February 2019 - December 2019 · 10 mos
Belvedere Capital Advisor CORP.
October 2015 - April 2019 · 3 yrs 6 mos
Morgan Stanley
December 2010 - July 2014 · 3 yrs 7 mos
Morgan StanleyBroker
December 2010 - July 2014 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2004 - December 2010 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2004 - December 2010 · 6 yrs 11 mos
State Registrations1 state
FL
Advisor
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.
Exams
No exam information available for this advisor.