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Rafael Isola De Izcue

ALTHUM ADVISORS LLC
Miami, FL 33131
Some features on this profile are disabled
CRD#: 5839852
RI

Professional summary

Rafael Isola De Izcue, who also goes by Rafael Isola De Izcue, is a registered financial advisor currently at ALTHUM ADVISORS LLC located in Miami, Florida.

Rafael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Rafael has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rafael Isola De Izcue

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 Rafael Isola De Izcue'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

January 10, 2023 - Present

ALTHUM ADVISORS LLC

Office #1: 1441 Brickell Av. Suite 1016, Miami, FL 33131
RIA
CRD#: 315952
Miami, FL
Past

January 10, 2023 - December 31, 2024

ALTHUM ADVISORS LLC

RIA
CRD#: 315952
MIAMI, FL
Past

September 14, 2010 - January 3, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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".
AA
ALTHUM ADVISORS LLC
ALTHUM | LXG WEALTH ADVISORY LLC | LXG MULTI FAMILY OFFICE | LXG FAMILY OFFICE | ALTHUM FAMILY OFFICE | ALTHUM ADVISORS LLC | ALTHUM ADVISORS

CRD#: 315952 / SEC#: 801-122529

RIA
Registered Investment Advisory firm - (10/22/2021 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
(1/10/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/22/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/18/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/3/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/13/2010
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 12/11/2015
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 10/24/2015
General Securities Sales Supervisor - Options Module Examination

Current Firm

AA
ALTHUM ADVISORS LLC
ALTHUM | LXG WEALTH ADVISORY LLC | LXG MULTI FAMILY OFFICE | LXG FAMILY OFFICE | ALTHUM FAMILY OFFICE | ALTHUM ADVISORS LLC | ALTHUM ADVISORS

CRD#: 315952 / SEC#: 801-122529

RIA
Registered Investment Advisory firm - (10/22/2021 Approved)
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Contact information

Main Address
1441 Brickell Av. Suite 1016, Miami, FL 33131
Mailing Address
Phone number
+1 (305) 456-7645
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALTHUM ADVISORS BROCHURE (6/6/2025)

Regulatory assets under management

Total Number of Accounts71
AUM (Assets Under Management)$ 1,635,087,804

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

ALTHUM ADVISORS LLC

CRD#: 315952Miami, FL 33131

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