Makenzie Grace Falduto
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Naples Global AdvisorsJun 2026 to now
- UBS Financial Services Inc.Dec 2024 to Mar 2026
- Florida Gulf Coast UniversityJan 2024 to May 2026
- True Food KitchenAug 2023 to Dec 2023
- Florida State UniversityMay 2023 to Aug 2023
- Collier County Public SchoolsAug 2019 to May 2023
- Parkview Christian AcademyAug 2018 to Jul 2019
- Aurora Christian AcademyAug 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Naples Global Advisors
Legal name: Naples Global Advisors LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7819426
- 158544