Manuel San Luis, financial advisor Denver CO
93 score

Manuel San Luis

CRD Number: 5290705
Current Firm: Public Trust Advisors, LLC

Manuel San Luis (CRD# 5290705) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Public Trust Advisors, LLC Los Angeles, CA Apr 2016 - Current < 1
Blx Group, LLC Los Angeles, CA Jul 2010 - Mar 2016 5
Fund Services Advisors, Inc. Los Angeles, CA Feb 2007 - Oct 2015 8
Blx Group LLC Los Angeles, CA Jul 2009 - Jul 2010 1
Blx Group LLC Los Angeles, CA Sep 2006 - Jul 2009 2
Fund Services Advisors, Inc. Los Angeles, CA Sep 2006 - Feb 2007 < 1
Not Employed Los Angeles, CA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Manuel N. San Luis
Phone Number: 855-395-3954
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15,987
    MILLIONS
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $253,754,944
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, CO, CT, FL, LA, MI, NM, OH, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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