Gisella Ivet Quezada Alvarado
Advisor at NUMA — Miami, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Miami, FL 33131
NUMA
Supported
Total advisors
1Clients per advisor
60 HighAvg AUM per client
$3,211,793 Very HighHNW client ratio
40% HighGisella Quezada Alvarado is a financial advisor at NUMA with a Series 65 designation and one year of industry experience. She has worked at Numa Americas Corp. and its affiliate NYX Systems SAC since 2018 and previously spent 18 years at Credit Suisse AG. NUMA provides personalized, fee-only investment advisory and administrative services to high-net-worth individuals, trusts, estates, corporations, and institutional clients, with a focus on global asset allocation strategies that incorporate equities, fixed income, alternatives, and options. The firm is notable for its international and affiliate relationships, use of derivatives, and involvement with offshore fund entities.
Based on NUMA
Based on NUMA
Flat fee arrangements may be negotiated, typically for administrative services.
0.30% to 1.00% annually (negotiable)
May from time to time accept performance-based fees based on capital gains or appreciation.
Account minimum: $50,000 Fee-only: Adviser is strictly fee-only, no commissions or finder's fees accepted.
Miami, FL
1200 Brickell Avenue, Suite 1950
Miami FL 33131
Advisors at this office
1
Florida
2 years of industry experience
Numa Americas Corp. - NYX Systems SAC (affiliate)
2018 - Present • 8 years
Lima
Credit Suisse AG
2001 - 2019 • 18 years
Lima
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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