linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Daniel Valero

March Capital Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Daniel Valero

Brian Valero is a financial advisor with March Capital Corp. in Chicago, Illinois. Brian has experience in the financial services industry since 2018. Brian is a registered representative with the state of Florida and is licensed to sell securities and provide investment advice in the state. Brian specializes in investment advice and financial planning for individuals and businesses.

Firm Information

Brian Valero is currently registered with March Capital Corp.. March Capital Corp. is a corporation registered with the SEC and in 25 states. It was formed on September 5, 1990, and provides portfolio management for individuals. The firm has 4 investment adviser representatives and manages approximately $83,479,520 in regulatory assets under management. The firm's primary client base consists of high-net-worth individuals and individuals other than high-net-worth, with assets under management of $79,593,503 and $3,886,017 respectively.

$83.48M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Valero’s Registration & Firm History

IL

09/29/2022 - Present

March Capital Corp. (CHICAGO IL)

CT

08/13/2020 - 06/28/2022

CRITO CAPITAL LLC (WESTPORT CT)

FL

04/18/2018 - 08/03/2020

GREAT POINT CAPITAL LLC (Melbourne FL)

FL

03/11/2016 - 03/25/2016

AXA ADVISORS, LLC (MIAMI FL)

Not sure if Brian Daniel Valero is right for you?

Licenses & Designations

BC

Issued 07/08/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Daniel Valero. Review regulatory record here.
Not sure if Brian Daniel Valero is right for you?