Jose Remy has been an investment adviser representative at AlTi Wealth Management (US International) since July 2010, and is not listed among the firm’s executive officers or direct owners.
Alti Wealth Management (US International), Inc. is a Coral Gables, FL firm with $691M under management, 37 clients and 4 advisers in one office, as of its April 2026 filing.
Jose Remy’s longest registration is the current one, 16 years at AlTi Wealth Management (US International) since 2010. Before joining AlTi Wealth Management (US International) in 2010, Jose Remy was registered through Guggenheim Investment Advisors, LLC.
- Alvarium Investment Managers (US), LLC– · 2 yearsMiami, FL · Adviser representative · Firm CRD 285731
- – present · 16 yearsCoral Gables, FL · Adviser representative · Firm CRD 152104
- Guggenheim Investment Advisors, LLC– · 6 yearsMiami, FL · Adviser representative · Firm CRD 108263
Investment adviser representative registrations
Jose Remy is registered as an investment adviser representative in Florida, since July 2010.
- FloridaSince 8 July 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 August 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 December 1994 |
| Series 7 | General Securities Representative Examination | 7 September 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jose Felix Remy
- CRD
- 2504733
- Firm
- AlTi Wealth Management (US International) · CRD 152104
- Office
- 2811 PONCE DE LEON BLVD., SUITE 520, Coral Gables, FL 33134
- Registration
- Investment adviser registration
- In the industry since
- December 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Jose Remy work?
Jose Remy is an investment adviser representative registered through Alti Wealth Management (US International), Inc. since July 2010, and is not listed among the firm’s executive officers or direct owners.
Is Jose Remy a financial advisor?
Yes. Jose Remy has a current investment-adviser registration in Florida, through AlTi Wealth Management (US International) since July 2010.
How many years of experience does Jose Remy have?
Jose Remy has 22 years in the financial industry, since December 2003, across 3 adviser firms.
What exams has Jose Remy passed?
Jose Remy has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 1994.
Where did Jose Remy work before AlTi Wealth Management (US International)?
Before AlTi Wealth Management (US International), Jose Remy was registered through Guggenheim Investment Advisors, LLC, November 2003 to June 2010.
Where is Jose Remy based?
Jose Remy’s registered office is in Coral Gables, FL.
Is Jose Remy registered with FINRA?
No. Jose Remy has no current broker registration.
How can I verify Jose Remy’s record?
Search CRD 2504733 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jose Remy’s full registration record.
- Jose RemyDirector, President
- Whitney LewisChief Legal Officer, US and Chief Compliance Officer
- Stephanie CorralDirector
- Ricardo De La SernaDirector, VP and Secretary