Tiffany Valery Mangelli
Investment adviser representative at We Family Offices
13 yearsExperience
1 stateRegistered in
$17.8BFirm assets
25 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- We Family OfficesOct 2024 to now
- UnemployedApr 2024 to Oct 2024
- Ie University (instituto De Empresas)Sep 2022 to Mar 2024
- Dimension Capital ManagementJul 2017 to Aug 2022
- Fordham University - Gabelli School of BusinessAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
We Family Offices
Legal name: W.E. Family Offices, LLC
$17.8BAssets managed
112Clients
26Advisers
25 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
- 6628105
- Firm CRD
- 109869