Emilio Volz

Employer firm

Saint Joseph Advisors LLC CRD 311463

$64.0M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → Present
  Saint Joseph Advisors Llc
  Miami, FL
• 03/2019 → Present
  Saint Joseph International
  Miami, FL
• 07/2019 → Present
  Saint Joseph Trust Company Llc
  Sioux Falls, SD
• 10/2008 → 02/2019
  Groupe Credit Agricole
  Montevideo

Other Businesses

I am on call with all my businesses at all times and am available fully to Saint Joseph Advisors during all trading hours. Saint Joseph Group (Saint Joseph International) Title: CEO Nature: Saint Joseph Group is a multi-family office dedicated to working with Latin American clients seeking to invest or move abroad. It focuses in managing client relationships and supporting my other businesses. Duties: Directing business growth and managing client relationships and managing employee task forces. Work Hours: 20 hours per week (investment related)

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-10