VS
Victor M. Silva Ricci
LIFEINVEST WEALTH MANAGEMENT, LTD
Miami, FL 33131-3136
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CRD#: 7072197
VS
Professional summary
Victor Manuel Rafael Silva Ricci, who also goes by VIctor Manuel Silva Ricci, is a registered financial advisor currently at LIFEINVEST WEALTH MANAGEMENT, LTD located in Miami, Florida.
Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Victor has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Victor Manuel Silva Ricci
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.
Kapital Consulting (Consultores Grupo Kapital), Investment Related, Av Francisco Miranda, Edf Mene Grande, Los Palos Grandes, Caracas Venezuela. Mr Silva was founding Member a Finance Consulting company (Kapital), Consulting/Advisor Investment, Start Date: 07/2012, 10 hrs/month. Duties: to define the company's strategic plan. Also, coordinate the design and structuring of investment strategies for high-income individuals and corporations. To coordinate economic and financial assessments at a domestic and international level. Counseling in the design of new products and lines of business. Counseling in Corporate Finance. Gaermo since 2018 Investment on different projects, 1331 brickell bay 3206 Miami FL, 2h/m
CRS (Client Relationship Summary) - RIA
Click below to view Victor Manuel Rafael Silva Ricci'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®
NoneExperience
Current
November 28, 2022 - Present
LIFEINVEST WEALTH MANAGEMENT, LTD
Office #1: 1110 Brickell Avenue Suite 210-a, Miami, FL 33131-3136RIA
CRD#: 146966
Miami, 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".
LW
LIFEINVEST WEALTH MANAGEMENT, LTD
EMC MANAGERS CONSULTING, LTD. | LIFEINVEST WEALTH MANAGEMENT, LTD
CRD#: 146966 / SEC#: 801-69869
RIA
Registered Investment Advisory firm - (1/29/2009 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
California(5/1/2025)
IAR
Florida(11/28/2022)
IAR
Puerto Rico(5/21/2025)
IAR
Texas(2/27/2024)
Current Firm
LW
LIFEINVEST WEALTH MANAGEMENT, LTD
EMC MANAGERS CONSULTING, LTD. | LIFEINVEST WEALTH MANAGEMENT, LTD
CRD#: 146966 / SEC#: 801-69869
RIA
Registered Investment Advisory firm - (1/29/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1110 Brickell Avenue Suite 210-a, Miami, FL 33131-3136
Mailing Address
Phone number
(786) 523-0500
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 474 |
| AUM (Assets Under Management) | $ 447,071,076 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LIFEINVEST WEALTH MANAGEMENT, LTD
CRD#: 146966Miami, FL 33131-3136TRUST BUT VERIFY
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