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Eduardo De Lima

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CRD#: 7944196
ED

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eduardo De Lima was a registered financial professional .

Eduardo is a previously registered financial professional and started their career in finance in 2024. Eduardo had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 18, 2024 - September 16, 2025

ALIANZA CORP. INVESTMENT ADVISOR

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/20/2024
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#: 323267

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