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Andres Wielandt Labbe

BICE WEALTH MANAGEMENT LLC
Miami, FL 33131
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CRD#: 5510573
AW

Professional summary


Andres Wielandt Labbe, who also goes by Andres Wielandt, Andres Wielandt-labbe, is a registered financial advisor currently at BICE WEALTH MANAGEMENT LLC located in Miami, Florida.

Andres is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Andres has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Andres Wielandt | Andres Wielandt-Labbe

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.
Banco de Credito e Inversiones, Miami Branch; non-investment-related; 1450 Brickell Ave. Suite 2850, Miami, FL 33131; Banking/Banker; August 2019; Approximately 40 hrs/month. Approximately 8 hrs during securities trading hours. Client account management.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Andres Wielandt Labbe'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

April 13, 2023 - Present

BICE WEALTH MANAGEMENT LLC

Office #1: 1000 Brickell Ave, Suite 500, Miami, FL 33131
RIA
CRD#: 323979
Miami, FL
Past

September 30, 2021 - February 15, 2023

BCI SECURITIES, INC.

RIA
CRD#: 168047
MIAMI, FL
Past

August 28, 2019 - February 15, 2023

BCI SECURITIES, INC.

BD
CRD#: 168047
MIAMI, FL
Past

June 9, 2011 - July 24, 2019

ITAU INTERNATIONAL SECURITIES INC.

BD
CRD#: 144769
MIAMI, FL
Past

November 9, 2009 - May 27, 2011

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MIAMI, FL
Past

July 4, 2008 - May 27, 2011

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MIAMI, FL

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
(4/13/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/25/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BW
BICE WEALTH MANAGEMENT LLC
BICE WEALTH MANAGEMENT LLC

CRD#: 323979 / SEC#:

Florida
Registered Investment Advisory firm - (3/3/2023 Approved)
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Contact information


Main Address
1000 Brickell Ave, Suite 500, Miami, FL 33131
Mailing Address
Phone number
(786) 266-4597
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts22
AUM (Assets Under Management)$ 27,696,674

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


BICE WEALTH MANAGEMENT LLC

CRD#: 323979Miami, FL 33131

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