Guillermo E. Vernet

GLOBAL KANDOR ADVISORS

KEY BISCAYNE, FL 33149

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CRD#: 2748034

Professional summary

Guillermo Enrique Vernet, who also goes by Guillermo E Vernet, Guillermo Vernet, is a registered financial advisor currently at GLOBAL KANDOR ADVISORS, LLC located in Key Biscayne, Florida.

Guillermo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Guillermo has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Guillermo E Vernet | Guillermo Vernet

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.

1) Global Kandor Services, LLC. Non-investment related. Same address. Global Kandor Services LLC is an internal support organization for Global Kandor Advisors LLC. Clients are not provided services through Global Kandor Services. Mr. Vernet spends less than 5% of his time on this entity

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Guillermo Enrique Vernet'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

October 24, 2020 - Present

GLOBAL KANDOR ADVISORS, LLC

Office #1: 200 Crandon Boulevard Suite 325, Key Biscayne, FL 33149

RIA

CRD#: 308452

KEY BISCAYNE, FL

Past

July 22, 2014 - October 19, 2020

INSIGNEO SECURITIES, LLC

CRD#: 29249

MIAMI, FL

Past

September 12, 2011 - October 19, 2020

INSIGNEO WEALTH ADVISORS, LLC

RIA

CRD#: 112706

MIAMI, FL

Past

April 12, 2011 - April 29, 2011

INSIGNEO WEALTH ADVISORS, LLC

RIA

CRD#: 112706

MIAMI, FL

Past

September 10, 2010 - May 1, 2012

INSIGNEO SECURITIES, LLC

CRD#: 29249

MIAMI, FL

Past

May 26, 2004 - June 21, 2010

CG COMPASS (USA) LLC

CRD#: 129837

MIAMI, FL

Past

December 11, 1996 - June 22, 1998

J.P. MORGAN SECURITIES INC.

CRD#: 18718

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".

GLOBAL KANDOR ADVISORS, LLC

GLOBAL KANDOR ADVISORS, LLC | KANDOR GLOBAL ADVISORS, LLC

CRD#: 308452 / SEC#: 801-118873

RIA

Registered Investment Advisory firm - (6/22/2020 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

Florida
(10/24/2020)

IAR

Texas
(3/10/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/21/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/1/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/19/2004

General Securities Representative Examination

Current Firm

GLOBAL KANDOR ADVISORS, LLC

GLOBAL KANDOR ADVISORS, LLC | KANDOR GLOBAL ADVISORS, LLC

CRD#: 308452 / SEC#: 801-118873

RIA

Registered Investment Advisory firm - (6/22/2020 Approved)

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Contact information

Main Address

200 Crandon Boulevard Suite 325, Key Biscayne, FL 33149

Mailing Address

Phone number

(786) 558-0391

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KANDOR DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (4/16/2025)

Regulatory assets under management

Total Number of Accounts	295
AUM (Assets Under Management)	$ 415,082,545

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.

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Advisor Monitoring

Firm Stability Insights

Guillermo E. Vernet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Guillermo Enrique Vernet's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSIGNEO SECURITIES, LLC

INSIGNEO WEALTH ADVISORS, LLC

INSIGNEO WEALTH ADVISORS, LLC

INSIGNEO SECURITIES, LLC

CG COMPASS (USA) LLC

J.P. MORGAN SECURITIES INC.

Primary Firm SEC Registration

GLOBAL KANDOR ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/21/2011

Series 63

Date: 12/1/2004

SIE

Date: 10/1/2018

Series 7

Date: 2/19/2004

Current Firm

GLOBAL KANDOR ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBAL KANDOR ADVISORS, LLC

TRUST BUT VERIFY

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