Juan Alberto Gonzalez

Current Employers

Altfest Personal Wealth Management

445 Park Avenue 6Th Floor, New York, NY 10022 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-08

FL RA
APPROVED

Since 2025-01-08

Branch Locations

Bay Harbor Island, FL • United States

445 Park Avenue 6Th Floor, New York, NY 10022 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Altfest Personal Wealth Management	New York	NY	06/2024	Present
Oak Street Funding	Miami	FL	11/2021	05/2024
Opes Consulting, Inc	Orlando	FL	10/2015	10/2021

06/2024 → Present

Altfest Personal Wealth Management

New York, NY
11/2021 → 05/2024

Oak Street Funding

Miami, FL
10/2015 → 10/2021

Opes Consulting, Inc

Orlando, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-01

S65 Uniform Investment Adviser Law Examination

2024-11-01

View on SEC IAPD

Current Employers

Altfest Personal Wealth Management

Disclosures

Employment History

Exams

Reviews