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Alejandro Algaze

Investment Adviser Representative at Matters Capital LLC

Miami, FLCRD #5413281Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Alejandro Algaze is an investment adviser representative with Matters Capital LLC in Miami, FL, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 3 firms, including SVB Wealth and Leumi Investment Services Inc. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Florida.

Office

999 Brickell Ave, Suite 900
Miami, FL 33131

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/25/2020
Series 66
Uniform Combined State Law Examination
Passed 4/28/2008
Series 7
General Securities Representative Examination
Passed 11/26/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Matters Capital LLCCurrent
3/5/2025 – Miami, FL
SVB Wealth
12/8/2020 – 1/17/2025Miami, FL
Leumi Investment Services Inc.
5/6/2008 – 3/1/2010Aventura, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Socione Logistics LLC
    Aug 2012 – Sep 2018Coral Gables, FL
  2. Green Logistics LLC
    Jul 2015 – Nov 2019Coral Gables, FL
  3. SVB Wealth LLC
    Dec 2019 – Jan 2025Miami, FL
  4. Matters Capital LLC
    Feb 2025 – no end date reportedMiami, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Matters Capital LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

High Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
1
Main office:
Coral Gables, FL
SEC file number:
801-132025

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 1, 2026

View full firm profile

Other advisors at Matters Capital LLC

1 other advisor in the directory

View Matters Capital LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alejandro Algaze has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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