AF
Alejandra Fanta
CIBEST CAPITAL ADVISORY SERVICES LLC
Miami, FL 33131
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CRD#: 4264651
AF
Professional summary
Alejandra Fanta, who also goes by Alejandra Fanta Castro, is a registered financial advisor currently at CIBEST CAPITAL ADVISORY SERVICES LLC located in Miami, Florida and CIBEST CAPITAL SECURITIES, LLC located in Miami, Florida.
Alejandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Alejandra has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alejandra Fanta Castro
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.
*Bancolombia Capital Advisors, LLC; Investment Related; Miami, FL; Registered Investment Adviser, Investment Representative; 02/2023; 15% of business time *Malufa Properties LLC; Investment Related; Key Biscayne, FL; LLC Investing in Real Estate; Owner; 11/2013; During Business Hours: 0; After Business Hours: 0; None *Juanmo Investments LLC; Investment Related; Key Biscayne, FL; LLC Investing in Real Estate; Owner; 03/2019; During Business Hours: 0; After Business Hours: 0; None *Chanesa LLC; Investment Related; Key Biscayne, FL; LLC Investing in Real Estate; Owner; 09/2020; During business hours: 0; After business hours: 0; None *Chafan LLC; Investment Related; Key Biscayne ; FL ; LLC Investing in Real Estate ; Owner ; 9/2020 ; During business hours : 0 ; After business hours : 0 ; None *Luquelot LLC; Investment Related; Key Biscayne ; FL ; LLC Investing in Real Estate ; Owner ; 5/2023 ; During business hours : 0 ; After business hours : 0 ; None
CRS (Client Relationship Summary) - RIA
Click below to view Alejandra Fanta's CRS (Customer Relationship Summary).
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
March 10, 2023 - Present
CIBEST CAPITAL ADVISORY SERVICES LLC
Office #1: 1221 Brickell Avenue Suite 2010, Miami, FL 33131RIA
CRD#: 317663
Miami, FL
Current
February 3, 2023 - Present
CIBEST CAPITAL SECURITIES, LLC
Office #1: 1221 Brickell Avenue Suite 2010, Miami, FL 33131BD
CRD#: 316232
Miami, FL
Past
July 8, 2022 - January 31, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Miami, FL
Past
October 23, 2021 - January 31, 2023
MORGAN STANLEY
BD
CRD#: 149777
Miami, FL
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".
CC
CIBEST CAPITAL ADVISORY SERVICES LLC
BANCOLOMBIA CAPITAL ADVISERS LLC | GRUPO BANCOLOMBIA CAPITAL | CIBEST CAPITAL ADVISORY SERVICES LLC | CIBEST CAPITAL
CRD#: 317663 / SEC#: 801-123719
RIA
Registered Investment Advisory firm - (4/15/2022 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(2/13/2023)
RR
Florida(2/3/2023)
IAR
Florida(3/10/2023)
RR
Maryland(2/13/2023)
RR
New York(7/1/2024)
RR
South Carolina(2/13/2023)
RR
Texas(2/13/2023)
RR
Virginia(2/12/2024)
RR
Wyoming(3/7/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/23/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CC
CIBEST CAPITAL ADVISORY SERVICES LLC
BANCOLOMBIA CAPITAL ADVISERS LLC | GRUPO BANCOLOMBIA CAPITAL | CIBEST CAPITAL ADVISORY SERVICES LLC | CIBEST CAPITAL
CRD#: 317663 / SEC#: 801-123719
RIA
Registered Investment Advisory firm - (4/15/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1221 Brickell Avenue Suite 2010, Miami, FL 33131
Mailing Address
1221 Brickell Ave Suite 2010, Miami, FL 33131
Phone number
(786) 551-9122
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 263 |
| AUM (Assets Under Management) | $ 243,389,758 |
Red Flags
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.
Company Information
CIBEST CAPITAL ADVISORY SERVICES LLC
CRD#: 317663Miami, FL 33131TRUST BUT VERIFY
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