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Giulliano Max Guimaray

Investment Adviser Representative at KCD FINANCIAL, INC.

St.petersburgh, FLCRD #7027893Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
18 states
Exams Passed
4

Professional summary

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

Giulliano Max Guimaray has worked in the securities industry since 2020. They are registered to provide investment advisory services in 18 U.S. states.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 18 states
AlabamaCaliforniaColoradoFloridaGeorgiaIdahoIllinoisMarylandMichiganNew JerseyNew YorkNorth CarolinaOhioPennsylvaniaTennesseeTexasVirginiaWashington
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/13/2025
Series 65
Uniform Investment Adviser Law Examination
Passed 6/4/2022
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/4/2018
SIE
Securities Industry Essentials Examination
Passed 10/19/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $100,0002.50%
$100,000 to $500,0001.50%
$500,000 to $1,000,0000.75%
Above $1,000,0000.50%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

KCD Financial, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

KCD FINANCIAL, INC.Current
1/6/2025St.petersburgh, FL
KCD FINANCIAL, INC.Current
1/6/2025St.petersburgh, FL
FLORIDA FINANCIAL ADVISORS, LLC
6/23/20221/6/2025Tampa, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Giulliano Max Guimaray 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.

Giulliano Max Guimaray - Financial Advisor in St.petersburgh, FL | AdvisorFinder