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MS

Michael G. Sanchez

DUCENTA SQUARED ASSET MANAGEMENT
EL SEGUNDO, CA 90245
Some features on this profile are disabled
CRD#: 2553219
MS

Professional summary

Michael George Sanchez, who also goes by Michael Sanchez, is a registered financial advisor currently at DUCENTA SQUARED ASSET MANAGEMENT located in El Segundo, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Sanchez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael George Sanchez's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 21, 2020 - Present

DUCENTA SQUARED ASSET MANAGEMENT

Office #1: 2240 E. Maple Ave, El Segundo, CA 90245
RIA
CRD#: 308920
EL SEGUNDO, CA
Past

June 24, 2016 - July 21, 2020

TORTOISE CREDIT STRATEGIES, LLC

RIA
CRD#: 277046
Los Angeles, CA
Past

March 17, 2015 - June 21, 2016

BRADFORD & MARZEC, LLC

RIA
CRD#: 105654
LOS ANGELES, CA
Past

October 29, 2012 - October 24, 2013

CASTLEOAK SECURITIES, LP

BD
CRD#: 125334
LOS ANGELES, CA
Past

June 25, 2010 - August 5, 2011

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
LOS ANGELES, CA
Past

September 18, 2009 - July 15, 2010

COHEN & COMPANY SECURITIES, LLC

BD
CRD#: 104002
LOS ANGELES, CA
Past

November 24, 2008 - September 8, 2009

E.J. DE LA ROSA & CO., INC.

BD
CRD#: 25334
LOS ANGELES, CA
Past

November 1, 2001 - February 8, 2008

COUNTRYWIDE SECURITIES CORPORATION

BD
CRD#: 10598
CALABASAS, CA
Past

June 23, 1997 - January 23, 2002

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DS
DUCENTA SQUARED ASSET MANAGEMENT
DUCENTA SQUARED ASSET MANAGEMENT | R SQUARED BM LLC

CRD#: 308920 / SEC#: 801-118857

RIA
Registered Investment Advisory firm - (6/5/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/21/2020)
IAR
Texas
(8/21/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/9/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/21/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/20/1997
General Securities Representative Examination

Current Firm

DS
DUCENTA SQUARED ASSET MANAGEMENT
DUCENTA SQUARED ASSET MANAGEMENT | R SQUARED BM LLC

CRD#: 308920 / SEC#: 801-118857

RIA
Registered Investment Advisory firm - (6/5/2020 Approved)
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Contact information

Main Address
2240 E. Maple Ave, El Segundo, CA 90245
Mailing Address
Phone number
(213) 687-9170
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DUCENTA FORM ADV PART 2B (3/27/2025)
DUCENTA FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts467
AUM (Assets Under Management)$ 3,168,066,076

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DUCENTA SQUARED ASSET MANAGEMENT

CRD#: 308920El Segundo, CA 90245

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