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DM

Diego H. Monteverde

MIURA INVESTMENT ADVISORS
CARACAS,
Some features on this profile are disabled
CRD#: 7984116
DM

Professional summary

Diego Henrique Monteverde, who also goes by Diego Henrique Monteverde Velutini, is a registered financial advisor currently at MIURA INVESTMENT ADVISORS, INC and MIURA CAPITAL, LLC located in Miami, Florida.

Diego is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Diego has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Diego Henrique Monteverde Velutini

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 Diego Henrique Monteverde'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, 2026 - Present

MIURA INVESTMENT ADVISORS, INC

RIA
CRD#: 283148
CARACAS,
Current

December 5, 2024 - Present

MIURA CAPITAL, LLC

Office #1: 1395 Brickell Ave Suite 1560, Miami, FL 33131
BD
CRD#: 146193
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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(12/5/2024)
IAR
Florida
(3/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/3/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/5/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/27/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MI
MIURA INVESTMENT ADVISORS, INC
MIURA INVESTMENT ADVISORS, INC | MWM INVESTMENT ADVISORS, INC

CRD#: 283148 / SEC#: 801-133970

Florida
Registered Investment Advisory firm - (11/9/2017 Approved)
Texas
Registered Investment Advisory firm - (6/30/2025 Conditional Restricted)
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Contact information

Main Address
1395 Brickell Ave Suite 1560, Miami, FL 33131
Mailing Address
Phone number
(305) 379-3602
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MIURA ADV 2 BROCHURE (7/21/2025)
ADV 2B (3/31/2025)

Regulatory assets under management

Total Number of Accounts115
AUM (Assets Under Management)$ 278,318,525

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

MIURA INVESTMENT ADVISORS, INC

CRD#: 283148Caracas

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