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Tatiane Silva Teixeira

Proxy Wealth Advisors LLC

Windermere, FL

Winter Garden, FL

CRD 8110717

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Employer firm

Proxy Wealth Advisors LLC CRD 298080

$83.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Proxy Wealth Advisors Llc

9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-17
  • FL RA
    APPROVED
    Since 2025-06-17

Branch Locations

9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States

Winter Garden, FL • 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
Anima Educacao (Unifacs) Salvador 07/2021 08/2023
Laureate International Universities (Unifacs) Salvador 06/2014 06/2021
Proxy Wealth Advisors Llc Aventura FL 05/2025 Present
Unemployed Winter Garden FL 09/2023 04/2025
  • 07/2021 → 08/2023
    Anima Educacao (Unifacs)
    Salvador
  • 06/2014 → 06/2021
    Laureate International Universities (Unifacs)
    Salvador
  • 05/2025 → Present
    Proxy Wealth Advisors Llc
    Aventura, FL
  • 09/2023 → 04/2025
    Unemployed
    Winter Garden, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-12
  • S65 Uniform Investment Adviser Law Examination
    2025-05-12

View on SEC IAPD

Nearby Firms

PRIMUS TRUST
FIFTH THIRD SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Alejandro Gutierrez
MATTHEW R WARD
JEANNIER ANTONIO OLIVEIRA

Nearby Offices

PRIMUS TRUST · WINDERMERE, FL
FIFTH THIRD SECURITIES, INC. · OCOEE, FL
CETERA INVESTMENT ADVISERS LLC · OCOEE, FL

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