Sebastian Agudeloisaza, financial advisor Houston TX

Sebastian Agudeloisaza

CRD Number: 6565033
Current Firm: Advue Capital

Sebastian Agudeloisaza (CRD# 6565033) is an Investment Advisor Representative working at Advue Capital in Houston, TX and has over 7 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Gerald Jones Cpa Houston, TX Nov 2023 - Current < 1
Advue Capital LLC Houston, TX Dec 2018 - Current 5
Advue Consulting LLC Houston, TX Jul 2017 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston, TX Sep 2015 - Jun 2018 2
University Of Houston Houston, TX Aug 2011 - May 2016 4
Capital One Financial Corporation Houston, TX Jun 2015 - Aug 2015 < 1
Jp Morgan Chase & Company Houston, TX Jul 2014 - May 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2017
Contact Info for Sebastian Agudeloisaza
Phone Number: 832-982-2299
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

TX

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