Alexis Renee Miranda
Investment adviser representative at Ducere Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$503.8MFirm assets
Are you Alexis Renee Miranda? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
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.
- Ducere Wealth ManagementJul 2025 to now
- The Investment Counsel CompanyApr 2018 to Jul 2025
- Kiko MilanoAug 2017 to Apr 2018
- University of Nevada, Las VegasAug 2016 to Dec 2019
- Chipotle Mexican GrillJul 2015 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NV).
Ducere Wealth Management
Legal name: Ducere Wealth Management, LLC
$503.8MAssets managed
128Clients
8Advisers
1 yearIn 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
- 7796311
- Firm CRD
- 337471