Tulio Barbosa Ribeiro

Proxy Wealth Advisors LLC

9 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Proxy Wealth Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

564 clients

Average Client Portfolio

$160K average

Assets Under Management

$90.0M

Fee Structure

Location

19505 Biscayne Blvd., Suite 2350, Aventura, FL, 33180

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History

Regulatory History (1)

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Employment Separation After Allegations

May 2019

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Other Business Activities

Tulio is involved in several businesses including DSJ Capital LLC (financial education), Miami Spa LLC (weight loss and aesthetics), Annapolis Contractors Inc (business management consulting), and US Infinito LLC (ATM machine servicing). These activities are not investment-related.

Employment History

Current Registrations

Proxy Wealth Advisors LLC

November 2020 - Present · 5 yrs 3 mos

Previous Registrations

Wells Fargo Clearing Services, LLCBroker

August 2014 - June 2019 · 4 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.