Felipe Laborde

BICE WEALTH MANAGEMENT LLC

Miami, FL 33131

Some features on this profile are disabled

CRD#: 7652706

Professional summary

Felipe Laborde, who also goes by Luis Felipe Laborde Pizarro, is a registered financial advisor currently at BICE WEALTH MANAGEMENT LLC located in Miami, Florida.

Felipe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Felipe has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Luis Felipe Laborde Pizarro

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.

1. Banco Bice - Head of Wealth Management - 10/01/2014 - Santiago de Chile - 120hrs/mo - 110hrs/mo during Business Hrs - Yes Business Related - Banking - Supervision of Team of Relationship Managers and Assistants. - Salary 2. Bice Inversiones Corredores de Bolsa S.A. - Head of Wealth Management - 06/30/2021 - Santiago de Chile - 120hrs/mo - 110hrs/mo during Business Hrs - Yes Business Related - Broker Dealer - Supervision of Team of Relationship Managers and Assistants. - Salary 3. TCMG Investments LLC - Manager - 11/22/2021 - Florida LLC - 0hrs/mo - 0hrs/mo during Business Hrs - No Business Related - Holding Company for a Property - None - Distribution of Profits

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felipe Laborde'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

March 3, 2023 - Present

BICE WEALTH MANAGEMENT LLC

Office #1: 1000 Brickell Ave, Suite 500, Miami, FL 33131

RIA

CRD#: 323979

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
(3/3/2023)

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.

Exams

Current Firm

BICE WEALTH MANAGEMENT LLC

CRD#: 323979 / SEC#:

Florida

Registered Investment Advisory firm - (3/3/2023 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

1000 Brickell Ave, Suite 500, Miami, FL 33131

Mailing Address

Phone number

(786) 266-4597

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 27,696,674

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

Felipe Laborde

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felipe Laborde's CRS (Customer Relationship Summary).

Certified licenses

Experience

BICE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

BICE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BICE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors