T.o.s. Advisors, LLC
T.o.s. Advisors, LLC (CRD# 165004) is a financial advisory firm headquartered in Houston, TX. They manage $209,578,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management210MILLION
Total Number of Accounts45ACCOUNTS
Average Account Value$4,657,289
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Alejandro Nazario (CRD# 5926608) is an Investment Advisor Representative working at T.o.s. Advisors, LLC in Houston, TX and has over 4 years of experience in the finance industry. Alejandro Nazario has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ricardo Nazario (CRD# 1843654) is an Investment Advisor Representative working at T.o.s. Advisors, LLC in Houston, TX and has over 29 years of experience in the finance industry.