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AA

Abraham Amador-lindner

NOESIS CAPITAL MANAGEMENT CORP
Boca Raton, FL 33431
Some features on this profile are disabled
CRD#: 4212836
AA

Professional summary


Abraham Amador-lindner, CFP®, who also goes by Abraham Amador, Abraham Amador Diaz, is a registered financial advisor currently at NOESIS CAPITAL MANAGEMENT CORP located in Boca Raton, Florida.

Abraham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Abraham has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 6, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Abraham Amador | Abraham Amador Diaz

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.
OBA-President, Kreativ Concept Group Inc. since 08/18/2014_ Marketing/graphic Design-spouse active in the business (Stefan C. Amador-Lindner) . Participates in this activity about 1 hour a month. |

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Abraham Amador-lindner'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®
CFP®

Start date: 2014

Experience


Current

August 25, 2022 - Present

NOESIS CAPITAL MANAGEMENT CORP

Office #1: Fountain Square 2700 North Military Trail Suite 210, Boca Raton, FL, 33431
RIA
CRD#: 110819
Boca Raton, FL
Past

December 8, 2021 - August 9, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
ALPHARETTA, GA
Past

November 18, 2021 - July 22, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
TAMPA, FL
Past

January 17, 2020 - October 22, 2021

FISHER INVESTMENTS

RIA
CRD#: 107342
TAMPA, FL
Past

August 3, 2006 - January 16, 2020

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Coral Gables, FL
Past

August 2, 2006 - January 16, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Coral Gables, FL
Past

April 18, 2006 - August 7, 2006

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
CORAL GABLES, FL
Past

April 10, 2006 - August 7, 2006

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
CORAL GABLES, FL
Past

May 6, 2003 - March 29, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WINTER PARK, FL
Past

February 5, 2001 - March 29, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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".
NC
NOESIS CAPITAL MANAGEMENT CORP
NOESIS CAPITAL MANAGEMENT CORP

CRD#: 110819 / SEC#: 801-49934

RIA
Registered Investment Advisory firm - (9/5/1995 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
(8/25/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/28/2001
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


NC
NOESIS CAPITAL MANAGEMENT CORP
NOESIS CAPITAL MANAGEMENT CORP

CRD#: 110819 / SEC#: 801-49934

RIA
Registered Investment Advisory firm - (9/5/1995 Approved)
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Contact information


Main Address
Fountain Square 2700 North Military Trail Suite 210, Boca Raton, FL, 33431
Mailing Address
Phone number
(561) 999-9888
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (21 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NOESIS ADV PART 2A (11/19/2025)

Regulatory assets under management


Total Number of Accounts851
AUM (Assets Under Management)$ 876,873,175

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


NOESIS CAPITAL MANAGEMENT CORP

CRD#: 110819Boca Raton, FL 33431

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