LR
Leopoldo Reyna Nava
KI CAPITAL WEALTH MANAGEMENT US LLC
San Angel, 01000
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CRD#: 7473886
LR
Professional summary
Leopoldo Reyna Nava is a registered financial advisor currently at KI CAPITAL WEALTH MANAGEMENT US LLC .
Leopoldo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Leopoldo 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.
?the name of the other business: Ki Capital SAPI de CV; ?whether the business is investment-related: Yes; ?the address of the other business: Calle Cracovia 72 Office B-107, Colonia San Angel, CP 01000, Mexico City, Mexico; ?the nature of the other business: Investment Advisers; ?your position: Partner & Commercial Director; ?title, or relationship with the other business: Partner & Commercial Director; ?the start date of your relationship: July 19th, 2021; ?the approximate number of hours/month you devote to the other business: 60% (96 hours approximated) ; ?the number of hours you devote to the other business during securities trading hours: 40% (64 hours approximated); ?and briefly describe your duties relating to the other business: Leopoldo oversees the Advisors and the Operations required by the customers, he attends customer's needs and the Social Media related to Ki Capital SAPI de CV
CRS (Client Relationship Summary) - RIA
Click below to view Leopoldo Reyna Nava'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®
NoneExperience
Current
May 18, 2022 - Present
KI CAPITAL WEALTH MANAGEMENT US LLC
Office #1: Calle Cracovia 72 B-107, San Angel 01000RIA
CRD#: 317738
San Angel,
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(5/18/2022)
Current Firm
KC
KI CAPITAL WEALTH MANAGEMENT US LLC
KI CAPITAL WEALTH MANAGEMENT US LLC
CRD#: 317738 / SEC#:
Florida
Registered Investment Advisory firm - (5/18/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2980 Mcfarlane Road, Miami, FL 33133
Mailing Address
Phone number
(520) 710-0826
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 80,406,551 |
Red Flags
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Company Information
KI CAPITAL WEALTH MANAGEMENT US LLC
CRD#: 317738San Angel 01000TRUST BUT VERIFY
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