Alfredo Miranda has been an investment adviser representative at Cantata Wealth Management since December 2024, and is not listed among the firm’s executive officers or direct owners. Alfredo Miranda holds a Bachelor's in Business Administration from Adolfo Ibanez University and a Master's in Finance from Adolfo Ibanez University.
Cantata Wealth Management, LLC is a Coral Gables, FL firm with $101M under management, 30 clients and 3 advisers across 5 offices, as of its August 2026 filing.
Alfredo Miranda is Deputy Director of Operations and Financial Advisor of Cantata Wealth. Miranda began a career at the Santiago Stock Exchange in equity research and operations before moving into wealth management. As a Senior Wealth Advisor at Camden Wealth Advisors, Miranda managed investment strategies and comprehensive financial planning for clients. Miranda later led the U.S. expansion of Salesforce-based financial technology solutions at Creativemass Enterprises.
Alfredo Miranda’s longest registration is the current one, 11 years at Camden Wealth Advisors LLC since 2015.
- – present · 1 yearHouston, TX · Adviser representative · Firm CRD 332526
- Camden Wealth Advisors LLCAlso current– present · 11 yearsHouston, TX · Adviser representative · Firm CRD 148518
Investment adviser representative registrations
Alfredo Miranda is registered as an investment adviser representative in 2 states. The first approvals date from February 2015; the most recent is California, in February 2025.
- CaliforniaSince 18 February 2025
- TexasSince 24 February 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 February 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alfredo E Miranda
- CRD
- 6439462
- Firm
- Cantata Wealth Management · CRD 332526
- Office
- Houston, TX
- Registration
- Investment adviser registration
- In the industry since
- February 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cantatawealth.com
Where does Alfredo Miranda work?
Alfredo Miranda is an investment adviser representative registered through Cantata Wealth Management, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Alfredo Miranda a financial advisor?
Yes. Alfredo Miranda has a current investment-adviser registration in California and Texas, through Cantata Wealth Management since December 2024.
How many years of experience does Alfredo Miranda have?
Alfredo Miranda has 11 years in the financial industry, since February 2015, across 2 adviser firms.
What exams has Alfredo Miranda passed?
Alfredo Miranda passed the Series 65 in February 2015.
Where is Alfredo Miranda based?
Alfredo Miranda’s registered office is in Houston, TX.
Is Alfredo Miranda registered with FINRA?
No. Alfredo Miranda has no current broker registration.
How can I verify Alfredo Miranda’s record?
Search CRD 6439462 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alfredo Miranda’s full registration record.
