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G miguel Alves

Vida Private Wealth LLC

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About G miguel Alves

G miguel Alves is a financial advisor with Vida Private Wealth LLC in Pasadena, California. G miguel has been working in the financial services industry since 2005. G miguel holds the Series 7, 31, and 66 securities licenses as well as the SIE examination and is a Certified Financial Planner. G miguel Alves has experience in portfolio management for individuals and selection of other advisers. G miguel specializes in providing financial advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

G miguel Alves is currently registered with Vida Private Wealth LLC. Vida Private Wealth LLC is an investment advisor registered with the SEC. The firm manages over $51 million in assets for individuals, high-net-worth individuals, pension and profit sharing plans, charitable organizations, corporations, and other businesses. Their services include financial planning and portfolio management. The firm is headquartered in New York.

$51.57M

Assets Under Management

Not reported

Total Clients

1

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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G miguel Alves’s Registration & Firm History

CA

03/11/2024 - Present

Vida Private Wealth LLC (PASADENA CA)

CA

10/10/2018 - 06/05/2020

CANTELLA & CO., INC. (Pasadena CA)

CA

04/21/2006 - 10/18/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)

NY

07/08/2005 - 04/24/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 08/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 07/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for G miguel Alves.
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