Gonzalo E. Maciel Perroni

HOLISTIC ASSET MANAGEMENT

Miami, FL 33131

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CRD#: 7319656

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 Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gonzalo Eduardo Maciel

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.

Holistic Brokerage Inc - Consultant - 07/01/2023 - Panama City, Panama - 40hrs/mo - 40hrs/mo during Business Hrs - No Business Related - consulting - administrative responsabilities - Fees

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gonzalo Eduardo Maciel Perroni'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®

None

Experience

Current

April 5, 2023 - Present

HOLISTIC ASSET MANAGEMENT, LLC

Office #1: 800 Brickell Ave Suite 502, Miami, FL 33131

RIA

CRD#: 156789

Miami, FL

Current

May 3, 2021 - Present

HOLISTIC BROKERAGE, LLC

Office #1: 800 Brickell Ave Suite 502, Miami, FL 33131Office #2: 800 Brickell Ave Suite 502, Miami, FL 33131

CRD#: 46001

Miami, FL

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/5/2023)

California
(1/5/2023)

Connecticut
(1/5/2023)

Delaware
(11/22/2022)

District of Columbia
(8/15/2024)

Florida
(10/20/2021)

IAR

Florida
(4/5/2023)

Georgia
(8/18/2023)

Illinois
(1/5/2023)

Maryland
(8/31/2023)

Massachusetts
(12/18/2024)

New Jersey
(8/8/2023)

New York
(1/5/2023)

Ohio
(1/5/2023)

South Carolina
(8/30/2023)

South Dakota
(1/5/2023)

Texas
(1/5/2023)

Utah
(7/28/2023)

Virginia
(1/5/2023)

Wyoming
(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

State Security Law Exam

IAR

Series 66

Date: 11/22/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/3/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/12/2021

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 27

Date: 3/19/2022

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 4

Date: 2/1/2022

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/25/2021

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

HOLISTIC ASSET MANAGEMENT, LLC

ADCAP ASSET MANAGEMENT, LLC | LATMARK ASSET MANAGEMENT, LLC | HOLISTIC ASSET MANAGEMENT, LLC

CRD#: 156789 / SEC#:

Florida

Registered Investment Advisory firm - (8/5/2011 Approved)

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Contact information

Main Address

800 Brickell Ave Suite 502, Miami, FL 33131

Mailing Address

Phone number

(305) 374-1177

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 19,713,419

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

Gonzalo E. Maciel Perroni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gonzalo Eduardo Maciel Perroni's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOLISTIC BROKERAGE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/22/2022

Series 7TO

Date: 5/3/2021

SIE

Date: 3/12/2021

Series 27

Date: 3/19/2022

Series 4

Date: 2/1/2022

Series 24

Date: 10/25/2021

FINRA

Current Firm

HOLISTIC ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HOLISTIC ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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