Alexandra Caraballo Valdes
Investment adviser representative at Azzendo Wealth Advisors
12 yearsExperience
1 stateRegistered in
$300.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Azzendo Wealth AdvisorsJan 2025 to now
- Cathy Pareto and AssociatesAug 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Azzendo Wealth Advisors
Legal name: Cathy Pareto and Associates, Inc.
$300.1MAssets managed
245Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6107039
- Firm CRD
- 145919