Albano E. Paulo

ALBATROZ CAPITAL

Coral Gables, FL 33134

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CRD#: 7479770

Professional summary

Albano Eduardo Paulo is a registered financial advisor currently at ALBATROZ CAPITAL located in Coral Gables, Florida.

Albano is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Albano 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.

GAIA CANDLE CO (Online Candle Selling Business) -Non Investment Related -2 Coconut Ln - Key Biscayne, FL- 33149 -Online Candle Retailing -Board Member -None -12/2021 -5 -0 -Financially guide the CEO and strategy review process CONTOUR FENCE NW LLC (Fence Installation Business) -Non Investment Related -733 Kikland Ave - Kirkland,WA - 98033 -Fence Installation Company -Board Member -None -03/2021 -20 -0 -Board member, approve of investments over US$10k , strategic review, hiring committee

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albano Eduardo Paulo'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

August 29, 2022 - Present

ALBATROZ CAPITAL

Office #1: 1 Alhambra Plaza Ph Floor, Coral Gables, FL 33134

RIA

CRD#: 318090

Coral Gables, 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
(8/29/2022)

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: 11/8/2021

Uniform Investment Adviser Law Examination

Current Firm

ALBATROZ CAPITAL

ALBATROZ CAPITAL | ALBATROZ CAPITAL LLC

CRD#: 318090 / SEC#:

Florida

Registered Investment Advisory firm - (8/29/2022 Approved)

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Contact information

Main Address

1 Alhambra Plaza Ph Floor, Coral Gables, FL 33134

Mailing Address

Phone number

(786) 526-4660

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 8,780,304

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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Albano E. Paulo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albano Eduardo Paulo's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALBATROZ CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 11/8/2021

Current Firm

ALBATROZ CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALBATROZ CAPITAL

TRUST BUT VERIFY

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