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Albano Paulo

3 Years of Experience
Coral Gables, FL

Albano Paulo is a registered investment advisor at Albatroz Capital, based in Coral Gables, FL, with 3 years of industry experience. Albano operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 12 clients with $8.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$8.8M
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Location

1 Alhambra Plaza, Ph Floor, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Albano is a board member for Gaia Candle Co, Contour Fence NW LLC, and Mirror IT Northwest LLC. These roles involve financial guidance, investment approval, and strategic review, taking about 10-20% of Albano's time overall.

Employment History
Current Registrations
Albatroz Capital
August 2022 - Present · 3 yrs 9 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.
Albano Paulo - Financial Advisor | TrueAdvisor