Andres Barzilai Sordo (CRD# 6431942) is an Investment Advisor Representative working at Holistic Asset Management, LLC in Montevideo, and has 1 year of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holistic Asset Management, LLC | Miami, FL | Jan 2023 - Current | 1 |
| Holistic Brokerage LLC | Miami, FL | Jun 2022 - Current | 1 |
| Insight Securities Inc. | Montevideo, | Jun 2018 - Jun 2022 | 4 |
| Insigneo Securities, LLC | Montevideo, | Jul 2017 - Jun 2018 | < 1 |
| Northeast Securities, Inc. | Montevideo, | Dec 2014 - Jul 2017 | 2 |
| Julius Baer | Montevideo, | Apr 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- FL
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$2,866,002
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
FL
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