Alejandro Couttenye is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 13 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 438 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
46 advisors
IM Fee
Planning only
Assets Under Management
$1.9B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

701 Brickell Avenue, Suite 1310, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
November 2019 - Present · 6 yrs 5 mos
Efg Capital InternationalBroker
June 2014 - Present · 11 yrs 10 mos
Previous Registrations
Efg Capital International CORP.
April 2021 - July 2021 · 3 mos
Efg Capital Advisors INC.
September 2014 - February 2019 · 4 yrs 5 mos
Mora Wm SecuritiesBroker
August 2012 - June 2014 · 1 yr 10 mos
Tradewire Securities LLCBroker
July 2011 - November 2011 · 4 mos
State Registrations3 states
FLNJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.