Luis Sepulveda has been an investment adviser representative at Bice Wealth Management since September 2024, and is not listed among the firm’s executive officers or direct owners.
Bice Wealth Management LLC is a Miami, FL firm with $164M under management, 65 clients and 2 advisers in one office, as of its March 2026 filing.
- Bice Wealth Management LLCCurrent– present · 2 yearsSantiago · Adviser representative · Firm CRD 323979
Investment adviser representative registrations
Luis Sepulveda is registered as an investment adviser representative in Florida, since September 2024.
- FloridaSince 30 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7951909
- Firm
- Bice Wealth Management · CRD 323979
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Luis Sepulveda work?
Luis Sepulveda is an investment adviser representative registered through Bice Wealth Management LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Luis Sepulveda a financial advisor?
Yes. Luis Sepulveda has a current investment-adviser registration in Florida, through Bice Wealth Management since September 2024.
How many years of experience does Luis Sepulveda have?
Luis Sepulveda has 2 years in the financial industry, since September 2024, across 1 adviser firm.
What exams has Luis Sepulveda passed?
Luis Sepulveda passed the Series 65 in July 2024.
Is Luis Sepulveda registered with FINRA?
No. Luis Sepulveda has no current broker registration.
How can I verify Luis Sepulveda’s record?
Search CRD 7951909 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Luis Sepulveda’s full registration record.