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MV

Margarita Villaveces Camacho

ALIANZA INVESTMENT ADVISOR
MIAMI, FL 33135
Some features on this profile are disabled
CRD#: 7822966
MV

Professional summary

Margarita Villaveces Camacho is a registered financial advisor currently at ALIANZA CORP. INVESTMENT ADVISOR located in Miami, Florida.

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

top-8-questions

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 Margarita Villaveces Camacho's CRS (Customer Relationship Summary).
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 6, 2024 - Present

ALIANZA CORP. INVESTMENT ADVISOR

Office #1: 175 Sw 7th St Suite 1703, Miami, FL 33135
RIA
CRD#: 323267
MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ALIANZA CORP. INVESTMENT ADVISOR
ALIANZA CORP. INVESTMENT ADVISER | ALIANZA CORP. INVESTMENT ADVISOR

CRD#: 323267 / SEC#: 801-132892

RIA
Registered Investment Advisory firm - (5/30/2025 Approved)
Florida
Registered Investment Advisory firm - (6/16/2023 Approved)

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
(3/6/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/4/2023
Uniform Investment Adviser Law Examination

Current Firm

AI
ALIANZA CORP. INVESTMENT ADVISOR
ALIANZA CORP. INVESTMENT ADVISER | ALIANZA CORP. INVESTMENT ADVISOR

CRD#: 323267 / SEC#: 801-132892

RIA
Registered Investment Advisory firm - (5/30/2025 Approved)
Florida
Registered Investment Advisory firm - (6/16/2023 Approved)
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Contact information

Main Address
175 Sw 7th St Suite 1703, Miami, FL 33135
Mailing Address
Phone number
(954) 330-1741
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALIANZA ADV PART 2A BROCHURE 2025 (9/16/2025)
WRAP FEE BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts551
AUM (Assets Under Management)$ 108,873,431

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

ALIANZA CORP. INVESTMENT ADVISOR

CRD#: 323267Miami, FL 33135

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