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Guido Alejo Valli

Fdi Wealth Management, LLC

Miami, FL

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Current Employers
Fdi Wealth Management, Llc

777 Brickell Ave Suite 500, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-15
  • FL RA
    APPROVED
    Since 2024-07-15

Branch Locations

777 Brickell Ave Suite 500, Miami, FL 33131 • 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
Fdi Wealth Buenos Aires 05/2014 10/2020
Fdi Wealth Management, Llc Miami FL 02/2024 Present
Self-Employed Consultant Buenos Aires 10/2020 02/2024
  • 05/2014 → 10/2020
    Fdi Wealth
    Buenos Aires
  • 02/2024 → Present
    Fdi Wealth Management, Llc
    Miami, FL
  • 10/2020 → 02/2024
    Self-Employed Consultant
    Buenos Aires
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-21
  • S65 Uniform Investment Adviser Law Examination
    2023-12-21

View on SEC IAPD

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