Emilio Volz

SAINT JOSEPH ADVISORS LLC

Miami, FL 33131

Some features on this profile are disabled

CRD#: 7331829

Professional summary

Emilio Volz is a registered financial advisor currently at SAINT JOSEPH ADVISORS LLC located in Miami, Florida.

Emilio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Emilio has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I am on call with all my businesses at all times and am available fully to Saint Joseph Advisors during all trading hours. Saint Joseph Group (Saint Joseph International) Title: CEO Nature: Saint Joseph Group is a multi-family office dedicated to working with Latin American clients seeking to invest or move abroad. It focuses in managing client relationships and supporting my other businesses. Duties: Directing business growth and managing client relationships and managing employee task forces. Work Hours: 20 hours per week (investment related)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emilio Volz'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

January 18, 2024 - Present

SAINT JOSEPH ADVISORS LLC

Office #1: 150 Se 2nd Avenue Suite 505, Miami, FL 33131

RIA

CRD#: 311463

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.

Highlighted states indicate IAR registrations

IAR

Florida
(1/18/2024)

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: 7/10/2023

Uniform Investment Adviser Law Examination

Current Firm

SAINT JOSEPH ADVISORS LLC

CRD#: 311463 / SEC#:

Florida

Registered Investment Advisory firm - (3/10/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

150 Se 2nd Avenue Suite 505, Miami, FL 33131

Mailing Address

Phone number

(305) 972-2672

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 50,000,000

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.

Similar Advisors

Noah Alweiss

MORGAN STANLEY

IAR

Miami, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Emilio Volz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emilio Volz's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAINT JOSEPH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/2023

Current Firm

SAINT JOSEPH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAINT JOSEPH ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors