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AP

Albano E. Paulo

ALBATROZ CAPITAL
KEY BISCAYNE, FL 33149
Some features on this profile are disabled
CRD#: 7479770
AP

Professional summary

Albano Eduardo Paulo is a registered financial advisor currently at ALBATROZ CAPITAL located in Key Biscayne, 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.
The advisor shows no other business activity.

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: 240 Crandon Blvd Suite 112, Key Biscayne, FL 33149
RIA
CRD#: 318090
KEY BISCAYNE, 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)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/8/2021
Uniform Investment Adviser Law Examination

Current Firm

AC
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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts12
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.

Company Information

ALBATROZ CAPITAL

CRD#: 318090Key Biscayne, FL 33149

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