Carlos Asilis, financial advisor Miami FL

Carlos Asilis

CRD Number: 2574188
Current Firm: Glovista Investments LLC

Carlos Asilis (CRD# 2574188) is an Investment Advisor Representative working at Glovista Investments LLC in Miami, FL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Glovista Investments LLC Miami, FL Sep 2007 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Carlos M. Asilis
Phone Number: 212-336-1540
Firm Website: https://www.glovista.net
Registered State(s):
  • CA
  • FL
  • PR
By the Numbers
  • Total Assets Under Management
    488
    MILLIONS
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $1,749,545
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

CA, CT, FL, IL, NJ, NY, PR, TX

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