Alejandro Goldberg
Investment adviser representative at Valence8
18 yearsExperience
1 stateRegistered in
$1.9BFirm assets
4 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Valence8Apr 2022 to now
- Mio Partners Inc.Sep 2008 to Mar 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Valence8
Legal name: Valence8 US LP
$1.9BAssets managed
8Clients
3Advisers
4 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
- 7588829
- Firm CRD
- 317389