Patricia Carolina Diaz

Employer firm

Consultiva Wealth Management, Corp. CRD 111846

$533M regulatory AUM

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:

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

Current Employers

Employment History

• 09/2017 → 05/2021
  Avanza Capital Markets
  New York, NY
• 12/2015 → 08/2017
  Unemployed
  Caracas
• 01/2022 → 06/2023
  Folionet Advisors
  Miami, FL
• 05/2021 → 01/2022
  Totalbank Curacao
  Curacao
• 08/2023 → Present
  Sancus Wealth Management Llc
  Miami, FL
• 09/2023 → Present
  Savile Capital Markets Llc
  Miami, FL
• 09/2023 → Present
  Consultiva Wealth Management Corp
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-04-05

Other Names

• Patricia Carolina Diaz Suarez