Julio C. Lage

BELVEDERE WEALTH ADVISORS LLC

Miami, FL 33131

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CRD#: 4698401

Professional summary

Julio Cesar Lage, who also goes by Julio C Lage, Julio Cesar Fernandes Lage, is a registered financial advisor currently at BELVEDERE WEALTH ADVISORS LLC located in Miami, Florida.

Julio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Julio has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julio C Lage | Julio Cesar Fernandes Lage

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julio Cesar Lage'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®

None

Experience

Current

February 12, 2019 - Present

BELVEDERE WEALTH ADVISORS LLC

Office #1: 1395 Brickell Avenue Suite 800, Miami, FL 33131

RIA

CRD#: 298719

Miami, FL

Past

May 28, 2019 - May 21, 2020

BLV SECURITIES

CRD#: 35205

MIAMI, FL

Past

February 12, 2019 - December 31, 2025

BELVEDERE WEALTH ADVISORS LLC

RIA

CRD#: 298719

MIAMI, FL

Past

October 16, 2015 - April 12, 2019

BELVEDERE CAPITAL ADVISOR CORP.

RIA

CRD#: 185512

MIAMI, FL

Past

December 17, 2010 - July 21, 2014

MORGAN STANLEY

RIA

CRD#: 149777

MIAMI, FL

Past

December 13, 2010 - July 21, 2014

MORGAN STANLEY

CRD#: 149777

MIAMI, FL

Past

July 14, 2004 - December 15, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

January 8, 2004 - December 15, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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

Florida
(2/12/2019)

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

State Security Law Exam

IAR

Series 66

Date: 7/12/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/7/2004

General Securities Representative Examination

Current Firm

BELVEDERE WEALTH ADVISORS LLC

CRD#: 298719 / SEC#: 801-114297

RIA

Registered Investment Advisory firm - (9/8/2020 Terminated)

Florida

Registered Investment Advisory firm - (9/4/2020 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).

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Contact information

Main Address

1395 Brickell Avenue Suite 800, Miami, FL 33131

Mailing Address

Phone number

(305) 395-6328

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 4,533,524

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.

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Julio C. Lage

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julio Cesar Lage's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELVEDERE WEALTH ADVISORS LLC

BLV SECURITIES

BELVEDERE WEALTH ADVISORS LLC

BELVEDERE CAPITAL ADVISOR CORP.

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 7/12/2004

Series 7

Date: 1/7/2004

Current Firm

BELVEDERE WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BELVEDERE WEALTH ADVISORS LLC

TRUST BUT VERIFY

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