Gonzalo Eduardo Maciel Perroni
Professional Summary
Gonzalo Eduardo Maciel Perroni, who also goes by Gonzalo Eduardo Maciel, is a registered financial advisor currently at HOLISTIC ASSET MANAGEMENT, LLC located in Miami, Florida and HOLISTIC BROKERAGE, LLC located in Miami, Florida. Gonzalo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Gonzalo has worked at 2 firms and has passed the Series 66, Series 7TO, SIE, Series 27, Series 4 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gonzalo Eduardo Maciel
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Videos & Posts
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SUMMIT FINANCIAL, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
ADCAP ASSET MANAGEMENT, LLC | LATMARK ASSET MANAGEMENT, LLC | HOLISTIC ASSET MANAGEMENT, LLC
Contact Information
Main Address
800 Brickell Ave Suite 502, Miami, FL 33131Phone Number
(305) 374-1177# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
8AUM (Assets Under Management)
$48,826,592Similar 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
(1/5/2023)
(1/5/2023)
(1/5/2023)
(11/22/2022)
(8/15/2024)
(10/20/2021)
(4/5/2023)
(8/18/2023)
(1/5/2023)
(8/31/2023)
(12/18/2024)
(8/8/2023)
(1/5/2023)
(1/5/2023)
(8/30/2023)
(1/5/2023)
(1/5/2023)
(7/28/2023)
(1/5/2023)
(1/5/2023)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Gonzalo Eduardo Maciel Perroni's CRS (Customer Relationship Summary).
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SUMMIT FINANCIAL, LLC
