Best Investors Account Sign in
Inactive

Julio Cesar Lage

Belvedere Wealth Advisors LLC

Miami, FL

Claim This Profile
Current Employers
Belvedere Wealth Advisors Llc

1395 Brickell Avenue Suite 800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-02-12
  • FL RA
    APPROVED
    Since 2019-02-12

Branch Locations

1395 Brickell Avenue Suite 800, Miami, FL 33131 • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Belvedere Capital Advisor Corp. Key Biscayne FL 01/2015 Present
Belvedere Wealth Advisors, Llc Miami FL 10/2018 Present
Previous Registrations
Other Businesses

Currently serving as CEO for Belvedere Wealth Advisors LLC (RIA). Also Mr Lage is the owner of Belvedere Capital Holdings, LLC, Belvedere Capital Advisor Corp., Belvedere International Holdings, LLC Belvedere Participações Ltda ( Brasil), BMC Management LLC, Belvedere Administracao de Valores Mobiliarios and Cinch Empreendimentos Imobiliarios Ltda.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-12
  • S66 Uniform Combined State Law Examination
    2004-07-12
Other Names
  • Julio C Lage
  • Julio Cesar Fernandes Lage

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Miami, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor