Aquiles Larrea
Professional summary
Aquiles Larrea JR, AIF®, who also goes by Aquiles Larrea, is a registered financial advisor currently at LARREA WEALTH MANAGEMENT located in New York, New York.
Aquiles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Aquiles has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Aquiles Larrea JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 8, 2022 - Present
LARREA WEALTH MANAGEMENT
Office #1: 165 Broadway 23 Floor, New York, NY 10006January 8, 2018 - January 12, 2018
SECURITIES SERVICE NETWORK, LLC
November 2, 2009 - December 31, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
March 22, 2002 - November 9, 2009
LPL FINANCIAL LLC
July 28, 2000 - March 26, 2002
PRUDENTIAL EQUITY GROUP, LLC
November 11, 1997 - June 19, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 23, 1996 - November 19, 1997
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/8/2022)
Exams
Current Firm
LARREA WEALTH MANAGEMENT
CRD#: 129649 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 87 |
| AUM (Assets Under Management) | $ 13,500,000 |
Red Flags
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