Maria Fernanda Manrique alvarez
Investment adviser representative at Focused Wealth Management, Inc.
11 yearsExperience
1 stateRegistered in
$2.3BFirm assets
15 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
11 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Focused Wealth Management, Inc.Mar 2022 to now
- Securities America, Inc.Mar 2022 to Jun 2024
- Northwestern MutualJan 2021 to Mar 2022
- State University of New York New PaltzAug 2019 to Dec 2020
- Suny New PaltzAug 2019 to Dec 2020
- Dutchess Community CollegeJan 2017 to May 2019
- Double O GrillJul 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Focused Wealth Management, Inc.
$2.3BAssets managed
2,333Clients
11Advisers
15 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
- 7205106
- Firm CRD
- 154828