Luigi Cattaneo
CFAProfessional Summary
Luigi Cattaneo, CFA is a registered financial advisor currently at CSS CAPITAL ADVISORY LLC located in Miami, Florida. Luigi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Luigi has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
CSS CAPITAL ADVISORY LLC
Contact Information
Main Address
40 Sw 13th Street Suite 201-b, Miami, FL 33130Phone Number
(646) 330-5351# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
23AUM (Assets Under Management)
$60,807,417Similar Advisors
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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.
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State Registrations and Notice Filings
(7/28/2016)
(2/2/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Luigi Cattaneo's CRS (Customer Relationship Summary).
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