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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $4,657,289
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at T.o.s. Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alejandro R. Nazario
CRD#: 5926608
10000 Memorial Dr., Suite 320, Houston, TX 77024
93
Wealthminder
score

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.

2
Ricardo L. Nazario
CRD#: 1843654
10000 Memorial Dr., Suite 320, Houston, TX 77024
93
Wealthminder
score

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.

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