Giulliano Max Guimaray
Investment adviser representative at Kcd Financial, Inc.
11 yearsExperience
19 statesRegistered in
$202.1MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Kcd Financial, Inc.Jan 2025 to now
- Trinity Wealth Securities LLCNov 2020 to Jan 2025
- Ifs Securities Inc.Oct 2018 to Mar 2019
- Florida Financial AdvisorsJul 2018 to Jan 2025
- The FloridianNov 2015 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 19 states (AL, AZ, CA, CO, FL, GA, ID, IL, KY, MD, MI, NC, NJ, NY, OH, PA, TX, VA, WA).
Kcd Financial, Inc.
$202.1MAssets managed
1,257Clients
38Advisers
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
- 7027893
- Firm CRD
- 127473