JC
Juan C. Carvallo
LIFEINVEST WEALTH MANAGEMENT, LTD
Miami, FL 33131-3136
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CRD#: 2587147
JC
Professional summary
Juan Carlos Carvallo is a registered financial advisor currently at LIFEINVEST WEALTH MANAGEMENT, LTD located in Miami, Florida.
Juan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Juan has worked at 3 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Econoinvest Capital-Yes investment related, Ave, Fco Miranda Torre Mene Grande, Caracas-Venezuela-Director-Start date-04/1999-Present)Nature of Business is: Business Financial Advisory and Real Estate. Devotes approx 40hrs per month. Ecogroup Holding-Holding Entity-Panama. Director. approx 2 hrs per month. 1. Econoinvest Capital SA (Venezuela)- (shareholder of Econoinvest Servicios Financieros y Seguros Carabobo). Caracas, Venezuela. Holding company. Director & Shareholder. 2. Econoinvest Servicios Financieros (Venezuela) Ave. Fco de Miranda Torre Mene Grande Caracas. Real Estate Investments. Director. 3. EMC (Panama)- (shareholder of Lifeinvest Asset Management). Ave Samuel Lewis. Edf Afra. Piso 9, Panam�. Financial Holding. Shareholder - Director. No compensation. 4. 328 NW 12 Av LLC Real Estate: Director, Since 2019. 4h/mo 5. 280 Pas Holding LLC, Real Estate: Director, Since 2016 2h/mo 6. Oscar Investment LLC. 2600 S Douglas Road 501 Coral Gables, FL 33134 - Private Investment Company - No Compensation - Shareholder - 2hr por month 7. Harbur Adventure LLC, Real Estate: Director, Since 2020 2 h/mo 8. Gaermo Investment Group LLC, Start Date 2018, 1331 Brickell B Ave 3206 Miami, FL, Director, No Compensation, Non Investment Related, 1hr/mo. Engage business of managing and invest in other companies (No Securities).
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 10, 2018 - Present
LIFEINVEST WEALTH MANAGEMENT, LTD
Office #1: 1110 Brickell Avenue Suite 210-a, Miami, FL 33131-3136RIA
CRD#: 146966
Miami, FL
Past
February 7, 1997 - May 14, 1999
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
NEW YORK, NY
Past
March 2, 1995 - January 6, 1997
CIBC WORLD MARKETS CORP.
BD
CRD#: 630
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LIFEINVEST WEALTH MANAGEMENT, LTD
EMC MANAGERS CONSULTING, LTD. | LIFEINVEST WEALTH MANAGEMENT, LTD
CRD#: 146966 / SEC#: 801-69869
RIA
Registered Investment Advisory firm - (1/29/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/10/2020)
IAR
Delaware(2/27/2024)
IAR
Florida(4/10/2018)
IAR
New York(2/28/2023)
IAR
Texas(2/4/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LW
LIFEINVEST WEALTH MANAGEMENT, LTD
EMC MANAGERS CONSULTING, LTD. | LIFEINVEST WEALTH MANAGEMENT, LTD
CRD#: 146966 / SEC#: 801-69869
RIA
Registered Investment Advisory firm - (1/29/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1110 Brickell Avenue Suite 210-a, Miami, FL 33131-3136
Mailing Address
Phone number
(786) 523-0500
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 474 |
| AUM (Assets Under Management) | $ 447,071,076 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LIFEINVEST WEALTH MANAGEMENT, LTD
CRD#: 146966Miami, FL 33131-3136TRUST BUT VERIFY
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