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Christina Hudson

Invenio Wealth Partners, LLC

Coral Gables, FL

CRD 7285874

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Employer firm

Invenio Wealth Partners, LLC CRD 323039

$364M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Invenio Wealth Partners, Llc

4000 Ponce De Leon Blvd. Suite 415, Coral Gables, FL 33146 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-26
  • FL RA
    APPROVED
    Since 2024-11-26

Branch Locations

4000 Ponce De Leon Blvd. Suite 415, Coral Gables, FL 33146 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bny Mellon Wealth Management Miami FL 07/1998 08/2020
Fieldpoint Private Scurities, Llc Coral Gable FL 09/2020 11/2022
Invenio Wealth Partners, Llc Coral Gables FL 11/2022 Present
  • 07/1998 → 08/2020
    Bny Mellon Wealth Management
    Miami, FL
  • 09/2020 → 11/2022
    Fieldpoint Private Scurities, Llc
    Coral Gable, FL
  • 11/2022 → Present
    Coral Gables, FL
Previous Registrations
Other Businesses

1. ZOETIC STAGE; NON-INVESTMENT RELATED; MIAMI, FL; LIVE THEATER; BOARD MEMBER; START 10/15/21; HOURS DEVOTED: 2; ZERO HOURS DURING TRADING; BOARD MEMBER DUTIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-14
  • S65 Uniform Investment Adviser Law Examination
    2020-08-14

View on SEC IAPD

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