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

Eduardo Giralt

DIREWOLF WEALTH MANAGEMENT
Huixquilucan,
·CRD# 3250935·21 years experience

Professional Summary

Eduardo Giralt, who also goes by Eduardo Giralt Dominguez, is a registered financial advisor currently at DIREWOLF WEALTH MANAGEMENT, LLC. Eduardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Eduardo has worked at 10 firms and has passed the Series 65, SIE, Series 55 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eduardo Giralt Dominguez

Blog Corner

Similar Advisors

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

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

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · 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

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

21 years in the financial services industry

Current & Past Employments

DIREWOLF WEALTH MANAGEMENT, LLC·CRD# 169000
RIA
Huixquilucan
June 16, 2015 - Present
FORTE SECURITIES LLC·CRD# 38373
BD
New York, NY
January 17, 2019 - May 31, 2019
NAVALFA ACTIVOS ALTERNATIVOS·CRD# 166898
RIA
Miami, FL
March 8, 2016 - July 23, 2020
GWM GROUP, INC.·CRD# 42844
BD
Greenwich, CT
August 24, 2015 - July 14, 2017
TCT SECURITIES & DERIVATIVES, LLC·CRD# 149679
BD
Miami, FL
June 19, 2014 - August 17, 2015
INSIGNEO SECURITIES, LLC·CRD# 29249
BD
Miami, FL
January 3, 2013 - June 17, 2014
TRADEWIRE SECURITIES LLC·CRD# 142348
BD
Coral Gables, FL
November 2, 2009 - December 18, 2012
INSIGHT SECURITIES, INC.·CRD# 5611
BD
Coral Gables, FL
June 4, 2009 - September 1, 2009
ATLAS ONE FINANCIAL GROUP, LLC·CRD# 124057
BD
Miami, FL
December 5, 2007 - March 20, 2009
SCOTIA INTERNATIONAL, INC.·CRD# 23491
BD
New York, NY
March 10, 2000 - December 4, 2002

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

DW
DIREWOLF WEALTH MANAGEMENT, LLC

DIREWOLF WEALTH MANAGEMENT, LLC | GOVERNING DYNAMICS, LLC

CRD#: 169000
Florida
Registered Investment Advisory firm - Florida (5/22/2018 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/10/2018 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1095 Evergreen Circle Suite 200, Woodlands, TX 77380

Phone Number

(713) 440-9282

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

33

AUM (Assets Under Management)

$8,969,995

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · 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.

Mr. Giralt is affiliated with Grupo Burs�til Mexicano (GBM), a Mexican investment firm, as an Asesor Financiero Afiliado. In this independent capacity, he provides advisory services to clients of GBM located in Mexico. This activity is conducted entirely outside of, and independent from, his role with Governing Dynamics. Mr. Giralt devotes approximately 20 hours per week to this activity.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.
IAR
Texas
(4/16/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2015About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Jul 2017About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Jan 2012

Series 7 — General Securities Representative Examination

Passed Dec 2007About the Series 7 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Eduardo Giralt's CRS (Customer Relationship Summary).

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
EG
Follow Eduardo
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required