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Max Wasserstein Del giglio

Investment adviser representative at Aliya Capital Partners LLC
15 yearsExperience
1 stateRegistered in
$5.3BFirm assets
5 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

15 years in the industry.

  1. Aliya Capital Partners LLCApr 2021 to now
  2. Fortune Partners GroupJun 2017 to Mar 2021
  3. StudentJan 2011 to Jun 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (FL).

Aliya Capital Partners LLC

$5.3BAssets managed
217Clients
12Advisers
5 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
7467521
Firm CRD
305988
Advisor's SEC record (opens in a new tab)
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