Maribel Galindo

Alterna Wealth Management, INC.

17 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Alterna Wealth Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

24 advisors

Number of Clients

1,285 clients

Average Client Portfolio

$958K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

2800 Post Oak Blvd, Suite 6300, Houston, TX, 77056

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Maribel owns rental property in Miami, FL, since 2019 and collects monthly rent. She spends minimal time on this activity.

Employment History

Current Registrations

Alterna Wealth Management, INC.

July 2024 - Present · 1 yr 7 mos

Alterna Securities, INC.Broker

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Citigroup Global Markets INC.

March 2010 - April 2024 · 14 yrs 1 mo

Citigroup Global Markets INC.Broker

March 2010 - April 2024 · 14 yrs 1 mo

Stanchart Securities International, INC.Broker

July 2008 - January 2010 · 1 yr 6 mos

State Registrations2 states

FLTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.