AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
NS

Noemi Carmen Schaefer

INVIU CAPITAL
MIAMI, FL
·CRD# 2241064·33 years experience

Professional Summary

Noemi Carmen Schaefer, who also goes by Noemi Carmen Perez, Noemi Perez, is a registered financial advisor currently at INVIU CAPITAL located in Miami, Florida. Noemi is registered as a RR (Registered Representative) and started their career in finance in 1993. Noemi has worked at 10 firms and has passed the SIE, Series 7, Series 24 and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Noemi Carmen Perez, Noemi Perez

Blog Corner

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#

Years of Experience

33 years in the financial services industry

Current & Past Employments

INVIU CAPITAL·CRD# 338920
BD
1. 1111 Brickell Avenue Suite 1850, Miami, FL 331312. 1111 Brickell Avenue, Suite 1850, Miami, FL 33131
July 22, 2026 - Present
PUENTE SERVICIOS FINANCIEROS LLC·CRD# 304587
BD
Miramar , FL
November 30, 2020 - October 21, 2025
INVESTMENT PLACEMENT GROUP·CRD# 14458
BD
San Diego, CA
July 2, 2018 - August 19, 2019
NORTHEAST SECURITIES, LLC·CRD# 25996
BD
Mitchelfield, NY
April 10, 2017 - December 8, 2017
INSIGNEO SECURITIES, LLC·CRD# 29249
BD
Miami, FL
December 9, 2014 - May 7, 2018
AUSTIN ATLANTIC CAPITAL INC.·CRD# 43981
BD
Coral Gables, FL
August 16, 2012 - November 19, 2014
BULLTICK SECURITIES, LLC·CRD# 132092
BD
Miami, FL
January 6, 2011 - August 3, 2012
BULLTICK, LLC·CRD# 104005
BD
Miami, FL
September 23, 2010 - August 3, 2012
EFG CAPITAL INTERNATIONAL·CRD# 40118
BD
Miami, FL
December 21, 2005 - September 15, 2010
EFG CAPITAL INTERNATIONAL LLC·CRD# 28349
BD
Miami, FL
July 7, 1993 - December 20, 2005

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#

Current Firm

IC
INVIU CAPITAL

INVIU CAPITAL | VESTLY CAPITAL

CRD#: 338920 / SEC#: 8-71461
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

1111 Brickell Avenue, Suite 1850, Miami, FL 33131

Mailing Address

1111 Brickell Avenue, Suite 1850, Miami, FL 33133

Phone Number

(305) 588-4912

Established

Florida since 09/15/2025

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (1 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VESTLY GROUP CORP.MEMBER—
CLANCY, IGNACIO NICANOREXECUTIVE OFFICER8193720
GILMAN, ROBERT CRAIGFINOP/POO1738412
SCHAEFER, NOEMI CARMENCEO/PRESIDENT2241064
SHAH, RAJIVCCO/AMLCO/POO3162156

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(9/18/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2008About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 2009About the Series 24 exam

Series 27 — Financial and Operations Principal Examination

Passed Jun 1993About the Series 27 exam
FINRA
SRO Registrations

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Noemi Carmen Schaefer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Noah Philip Alweiss
Noah Philip Alweiss

SUMMIT FINANCIAL, LLC

HALLANDALE BEACH, FL · CRD#
NS
Follow Noemi
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required