Giulliano Max Guimaray

Kcd Financial, INC.

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Kcd Financial, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

35 advisors

Number of Clients

1,145 clients

Average Client Portfolio

$159K average

Assets Under Management

$182.6M

Fee Structure

Minimum Investment:$25K

Location

200 Central Ave, 4th Floor, St.Petersburgh, FL, 33701

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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.

Employment History

Current Registrations

Kcd Financial, INC.

January 2025 - Present · 1 yr 1 mo

Kcd Financial, INC.

January 2025 - Present · 1 yr 1 mo

Kcd Financial, INC.Broker

January 2025 - Present · 1 yr 1 mo

Previous Registrations

Florida Financial Advisors, LLC

June 2022 - January 2025 · 2 yrs 7 mos

Trinity Wealth Securities, L.L.C.Broker

November 2020 - January 2025 · 4 yrs 2 mos

Ifs SecuritiesBroker

December 2018 - February 2019 · 2 mos

State Registrations6 states

COFLIDILMITX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.