Unclaimed
Renato Mathias Ticoulat is a registered Investment Advisor Representative associated with Galapagos Advisory LLC. Renato has been in the industry since 2013 and has been with Galapagos Advisory LLC since August 2023. Renato obtained his Series 65 license in 2023. Renato's previous experience includes working with Julius Baer Family Office in San Paulo. Renato is specialized in Financial Planning, Portfolio Management for Individuals and Selection of Other Advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
08/18/2023 - Present
Galapagos Advisory LLC (MIAMI FL)
IA
Issued 07/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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