Pablo Ulises Rodriguez De Almeida
Professional Summary
Pablo Ulises Rodriguez De Almeida, who also goes by Pablo Ulises Rodriquez De Almeida, is a registered financial advisor currently at VISTIA CAPITAL, LLC located in Lone Tree, Colorado. Pablo is registered as a RR (Registered Representative) and started their career in finance in 2019. Pablo has worked at 2 firms and has passed the Series 63, Series 99TO, Series 82TO, SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Pablo Ulises Rodriquez De Almeida
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
VISTIA CAPITAL, LLC
Contact Information
Main Address
9380 Station Street, Suite 225, Lone Tree, CO 80124Mailing Address
9380 Station Street Suite 225, Lone Tree, CO 80124Phone Number
(720) 738-1742Established
Delaware since 07/13/2020Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(7/19/2021)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Nov 2019About the Series 82TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Pablo Ulises Rodriguez De Almeida's CRS (Customer Relationship Summary).
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