Carme Hortala Vallve

MY INVESTMENT PATH

Barcelona,

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CRD#: 7172608

Professional summary

Carme Hortala Vallve, who also goes by Carme Hortala, is a registered financial advisor currently at MY INVESTMENT PATH and AMICORP WEALTH SERVICES .

Carme is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Carme has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carme Hortala

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.

?GVC Gaesco Group - Doctor Ferran 3, 08034, Barcelona, Spain. Broker-Dealer. Managing Director: Jun2021 to Present. 20 to 25 hours a week. ?Investment Management LLC - R.I.A., Miami, USA Compliance Advisor - 6 h a month ?Futbol Club Barcelona / FC Barcelona - Barcelona, Espa�a Member of the "Comision Economica Estrategica" - 4 h a month ?PARLEM Telecom - Barcelona, Espa�a Independent Board Member - 4 h a month ?ICF - Institut Catala de Finances -Barcelona, Spain - Public financial institution owned by the Government of Catalonia Independent Board Member - 4 h a month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carme Hortala Vallve'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

September 20, 2024 - Present

MY INVESTMENT PATH

RIA

CRD#: 329641

Barcelona,

Current

October 21, 2024 - Present

AMICORP WEALTH SERVICES

Office #1: Calle Doctor Ferran 3-5,, Barcelona, 08034

RIA

CRD#: 319247

Barcelona,

Past

March 30, 2022 - February 1, 2024

ACTIVA CAPITAL

RIA

CRD#: 307250

MIAMI, FL

Past

May 26, 2020 - September 16, 2022

CERES GLOBAL ADVISORY

RIA

CRD#: 299865

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".

AMICORP WEALTH SERVICES

AMICORP WEALTH SERVICES | AMICORP WEALTH SERVICES LLC

CRD#: 319247 / SEC#: 801-125013

RIA

Registered Investment Advisory firm - (5/13/2022 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
(9/20/2024)

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: 2/6/2020

Uniform Investment Adviser Law Examination

Current Firm

AMICORP WEALTH SERVICES

AMICORP WEALTH SERVICES | AMICORP WEALTH SERVICES LLC

CRD#: 319247 / SEC#: 801-125013

RIA

Registered Investment Advisory firm - (5/13/2022 Approved)

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Contact information

Main Address

3050 Biscayne Boulevard Suite 501, Miami, FL 33137

Mailing Address

Phone number

(786) 842-1075

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A 2B AMICORP WEALTH SERVICES LLC (10/9/2025)

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 172,439,345

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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Carme Hortala Vallve

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carme Hortala Vallve's CRS (Customer Relationship Summary).

Certified licenses

Experience

MY INVESTMENT PATH

AMICORP WEALTH SERVICES

ACTIVA CAPITAL

CERES GLOBAL ADVISORY

Primary Firm SEC Registration

AMICORP WEALTH SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 2/6/2020

Current Firm

AMICORP WEALTH SERVICES

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMICORP WEALTH SERVICES

TRUST BUT VERIFY

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