Alejandro Algaze

MATTERS CAPITAL LLC

MIAMI, FL 33131

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CRD#: 5413281

Professional summary

Alejandro Algaze, who also goes by Alejandro Algaze Guiloff, is a registered financial advisor currently at MATTERS CAPITAL LLC located in Miami, Florida.

Alejandro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Alejandro has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alejandro Algaze Guiloff

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.

GREEN LOGISTICS; NOT INVESTMENT RELATED; CORAL GABLES, FL; TRANSPORTATION LOGISTICS COMPANY; 33% OWNERSHIP THROUGH S CORP - CHAI LOGISTICS SINCE MAY OF 2016; GREEN LOGISTICS IS CURRENTLY WINDING DOWN AS IT IS BEING ACQUIRED BY A THIRD PARTY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alejandro Algaze's CRS (Customer Relationship Summary).

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

March 5, 2025 - Present

MATTERS CAPITAL LLC

Office #1: 999 Brickell Ave, Miami, FL 33131

RIA

CRD#: 333776

MIAMI, FL

Past

December 8, 2020 - January 17, 2025

SVB WEALTH

RIA

CRD#: 172832

MIAMI, FL

Past

March 9, 2010 - July 10, 2012

HAPOALIM SECURITIES USA, INC.

CRD#: 266

AVENTURA, FL

Past

May 6, 2008 - March 1, 2010

VALLEY FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 105387

AVENTURA, FL

Past

November 27, 2007 - March 1, 2010

VALLEY FINANCIAL MANAGEMENT, INC.

CRD#: 105387

AVENTURA, 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".

MATTERS CAPITAL LLC

MATTERS CAPITAL LLC | MATTERS CAPITAL MANAGEMENT, LLC | MATTERS CAPITAL MANAGEMENT

CRD#: 333776 / SEC#: 801-132025

RIA

Registered Investment Advisory firm - (2/24/2025 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

Florida
(3/5/2025)

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 65

Date: 11/25/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/28/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/26/2007

General Securities Representative Examination

Current Firm

MATTERS CAPITAL LLC

MATTERS CAPITAL LLC | MATTERS CAPITAL MANAGEMENT, LLC | MATTERS CAPITAL MANAGEMENT

CRD#: 333776 / SEC#: 801-132025

RIA

Registered Investment Advisory firm - (2/24/2025 Approved)

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Contact information

Main Address

999 Brickell Ave, Miami, FL 33131

Mailing Address

Phone number

(305) 528-3701

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATTERS CAPITAL MANAGEMENT, LLC DISCLOSURE BROCHURE (6/24/2025)

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 174,299,000

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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Firm Stability Insights

Alejandro Algaze

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alejandro Algaze's CRS (Customer Relationship Summary).

Certified licenses

Experience

SVB WEALTH

HAPOALIM SECURITIES USA, INC.

VALLEY FINANCIAL MANAGEMENT, INC.

VALLEY FINANCIAL MANAGEMENT, INC.

Primary Firm SEC Registration

MATTERS CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/25/2020

Series 66

Date: 4/28/2008

Series 7

Date: 11/26/2007

Current Firm

MATTERS CAPITAL LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATTERS CAPITAL LLC

TRUST BUT VERIFY

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