Maximilien P. Van Walleghem

MAXIMAI INVESTMENT PARTNERS

CORAL GABLES, FL 33146

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CRD#: 6348640

Professional summary

Maximilien Paul Van Walleghem, who also goes by Max Van Walleghem, Maximilien P Van Walleghem, is a registered financial advisor currently at MAXIMAI INVESTMENT PARTNERS, LLC located in Coral Gables, Florida.

Maximilien is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Maximilien has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Max Van Walleghem | Maximilien P Van Walleghem

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.

1) Centro Mater Foundation; Local Non-Profit; Board Member; Board meetings and Fundraising Ideation; 1 hour a month; Start Date: 01/12/2022 2) Painted Paw Capital: Investment vehicle, minoirty shareholder, 0 hours, 0 compensation 3) VanGo Capital Inc: consultant services, director - receives compensation 4)Madsy Creative Consulting Inc - consultant services, 0 hours, 0 compensation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maximilien Paul Van Walleghem'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

June 17, 2024 - Present

MAXIMAI INVESTMENT PARTNERS, LLC

Office #1: 500 S. Dixie Hwy Suites 301 305, Coral Gables, FL 33146

RIA

CRD#: 284919

CORAL GABLES, FL

Past

December 15, 2023 - March 5, 2024

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

Miami, FL

Past

February 11, 2019 - March 5, 2024

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

MIAMI, FL

Past

June 14, 2018 - February 11, 2019

FORESIDE FUND SERVICES, LLC

CRD#: 46106

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".

MAXIMAI INVESTMENT PARTNERS, LLC

CAPTAIN 15, LLC | MAXIMAI INVESTMENT PARTNERS, LLC

CRD#: 284919 / SEC#: 801-108257

RIA

Registered Investment Advisory firm - (8/8/2016 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
(6/17/2024)

IAR

Texas
(8/15/2025)

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: 12/14/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/27/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/14/2018

General Securities Representative Examination

Current Firm

MAXIMAI INVESTMENT PARTNERS, LLC

CAPTAIN 15, LLC | MAXIMAI INVESTMENT PARTNERS, LLC

CRD#: 284919 / SEC#: 801-108257

RIA

Registered Investment Advisory firm - (8/8/2016 Approved)

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Contact information

Main Address

500 S. Dixie Hwy Suites 301 305, Coral Gables, FL 33146

Mailing Address

Phone number

(786) 332-6050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAXIMAI INVESTMENT PARTNERS, LLC - WRAP FEE BROCHURE (3/25/2025)

MAXIMAI INVESTMENT PARTNERS, LLC DISCLOSURE BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	872
AUM (Assets Under Management)	$ 538,675,000

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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Advisor Monitoring

Firm Stability Insights

Maximilien P. Van Walleghem

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maximilien Paul Van Walleghem's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

FORESIDE FUND SERVICES, LLC

Primary Firm SEC Registration

MAXIMAI INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/2023

Series 63

Date: 7/27/2018

SIE

Date: 10/1/2018

Series 7

Date: 6/14/2018

Current Firm

MAXIMAI INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAXIMAI INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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