Juan Venegas, financial advisor Miami FL
90 score

Juan Venegas

CRD Number: 5622112
Current Firm: Andbanc Advisory LLC

Juan Venegas (CRD# 5622112) is an Investment Advisor Representative working at Andbanc Advisory LLC in Miami, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Andbanc Miami, FL Oct 2009 - Current 7
Ubs International Inc. Miami, FL Apr 2005 - Oct 2009 4
Ubs Ag Miami, FL Apr 2005 - Oct 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Juan P. Venegas
Phone Number: 305-702-0601
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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