Javier Loreto, financial advisor Miami FL

Javier Loreto

CRD Number: 5901189
Current Firm: Sancus Wealth Management LLC

Javier Loreto (CRD# 5901189) is an Investment Advisor Representative working at Sancus Wealth Management LLC in Miami, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Sankus Wealth Solutions Miami, FL Aug 2021 - Current 2
Sancus Wealth Management LLC Miami, FL Mar 2021 - Current 3
Jlo Services LLC Miami, FL Sep 2019 - Jan 2022 2
Unemployed Miami, FL Feb 2021 - Mar 2021 < 1
Harbor-ithaka Wm Miami, FL Jan 2015 - Feb 2021 6
New Market Analytics Miami, FL Feb 2011 - Jan 2015 3
Delta Global Asset Management Bolton, MA Oct 2011 - Oct 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Javier A. Loreto
Phone Number: 954-288-4957
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    22
    MILLIONS
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $488,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, TX

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