Marcelo P. Hartwig

VELARIS WEALTH MANAGEMENT

PELOTAS RS,

CRD#: 8176732

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Professional summary

Marcelo Pires Hartwig is a registered financial advisor currently at VELARIS WEALTH MANAGEMENT .

Marcelo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Marcelo has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Marcelo Pires Hartwig'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

June 1, 2026 - Present

VELARIS WEALTH MANAGEMENT

RIA

CRD#: 340592

PELOTAS RS,

Past

November 12, 2025 - April 29, 2026

BRASIL PLURAL INVESTMENT ADVISOR LLC

RIA

CRD#: 288563

PELOTAS SB,

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
(6/1/2026)

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

State Security Law Exam

IAR

Series 65

Date: 9/30/2025

Uniform Investment Adviser Law Examination

Current Firm

VELARIS WEALTH MANAGEMENT

ISF GLOBAL CAPITAL INC. | VELARIS WEALTH MANAGEMENT

CRD#: 340592 / SEC#: 801-135459

RIA

Registered Investment Advisory firm - (3/3/2026 120-Day Approval)

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Contact information

Main Address

7981 Waterfield Avenue, Orlando, FL 32832

Mailing Address

Phone number

(786) 657-1584

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VELARIS WEALTH MANAGEMENT ADV PART 2A 1-30-3036 (2/5/2026)

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.

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Marcelo P. Hartwig

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcelo Pires Hartwig's CRS (Customer Relationship Summary).

Certified licenses

Experience

VELARIS WEALTH MANAGEMENT

BRASIL PLURAL INVESTMENT ADVISOR LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2025

Current Firm

VELARIS WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

VELARIS WEALTH MANAGEMENT

TRUST BUT VERIFY

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