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Emiliano Avalos-Paiz

Arete Wealth Advisors, LLC

Melville, NY

CRD 8144429

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Employer firm

Arete Wealth Advisors, LLC CRD 145488

$2.75B regulatory AUM 35 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Arete Wealth Advisors, Llc

1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-19
  • NY RA
    APPROVED
    Since 2026-03-19

Branch Locations

425 Broadhollow Rd. Suite 325, Melville, NY 11747 • 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
Arete Wealth Management Chicago IL 01/2026 Present
Monsignor Mcclancy Memorial High School East Elmhurst NY 08/2018 06/2020
W.C. Mepham High School Bellmore NY 08/2020 06/2022
Unemployed Bellmore NY 06/2022 08/2025
Fincadia Melville NY 08/2025 Present
Middle School Bellmore NY 01/2016 08/2018
  • 01/2026 → Present
    Arete Wealth Management
    Chicago, IL
  • 08/2018 → 06/2020
    Monsignor Mcclancy Memorial High School
    East Elmhurst, NY
  • 08/2020 → 06/2022
    W.C. Mepham High School
    Bellmore, NY
  • 06/2022 → 08/2025
    Unemployed
    Bellmore, NY
  • 08/2025 → Present
    Fincadia
    Melville, NY
  • 01/2016 → 08/2018
    Middle School
    Bellmore, NY
Other Businesses

FINCADIA LLC: DBA; REGISTERED REP/ADVISOR; New York, NY; START DATE 01/2026; FULL TIME; INVESTMENT RELATED. FINCADIA WEALTH MANAGEMENT LLC: DBA; REGISTERED REP/ADVISOR; New York, NY; START DATE 01/2026; FULL TIME; INVESTMENT RELATED. FINCADIA CAPITAL PARTNERS LLC: DBA; REGISTERED REP/ADVISOR; New York, NY; START DATE 01/2026; FULL TIME; INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-19
  • S66 Uniform Combined State Law Examination
    2026-03-19

View on SEC IAPD

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