Consuelo Palomo, financial advisor Ciudad Guatemala

Consuelo Palomo

CRD Number: 7368857
Current Firm: Greytown Advisors

Consuelo Palomo (CRD# 7368857) is an Investment Advisor Representative working at Greytown Advisors in Ciudad Guatemala, and has 1 year of experience in the finance industry.

Company Name Location Dates Years
Greytown Advisors Inc. Miami, FL Sep 2020 - Current 1
Zima Investments Guatemala, Aug 2018 - Sep 2020 2
Palomo Wealth Management Guatemala, Oct 2016 - Aug 2018 1
Banco Gyt Continental Guatemala Guatemala, Jan 2006 - Oct 2016 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2021
Contact Info for Consuelo M. Palomo
Phone Number: 305-901-1600
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    809
    MILLIONS
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $7,156,843
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL

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