PV
PV
Paul Valeri
7 Years of Experience
Miami, FL
1 DisclosureBroker
Paul Valeri is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 7 years of industry experience. Paul 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
46 advisors
IM Fee
Planning only
Assets Under Management
$1.9B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
February 2018Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
June 2020 - Present · 5 yrs 11 mos
Efg Capital InternationalBroker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Efg Capital International CORP.
May 2021 - July 2021 · 2 mos
Citigroup Global Markets INC.Broker
June 2017 - March 2018 · 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth
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.