Francisco J. Velasco

MACRO STRATEGY ADVISORS

Miami, FL 33131

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CRD#: 4782908

Professional summary

Francisco Jose Velasco, who also goes by Francisco Velasco, Francisco Jose Velasco Sandoval, Francisco Velasco Sandoval, is a registered financial advisor currently at MACRO STRATEGY ADVISORS located in Miami, Florida.

Francisco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Francisco has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Francisco Velasco | Francisco Jose Velasco Sandoval | Francisco Velasco Sandoval

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.Fideicomiso Acciones JPU: Provide guidance to the owner of the Trust, does not have any discretion in the account and his only involvement is for monitoring purposes. Started 7/31/17. Investment related. Dedicate 2 hours/month. 3.Holds insurance license since 1/2019, spends 4hrs/mo. 4. Macro Strategy Advisors: RIA under the SEC to conduct advisory services. Limited Partners, CEO. Start 8/2021. Spends 40hrs. mo -VELURIC CAPITAL LLC_Not investment related / Address: Florida / Nature: Estate Planning / Position: Director and Sole owner / Start date: 01/2021 / Devote 2 hours/month and 0 hrs/month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francisco Jose Velasco'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

February 16, 2023 - Present

MACRO STRATEGY ADVISORS

Office #1: 1221 Brickell Avenue Suite 900, Miami, FL 33131

RIA

CRD#: 314428

Miami, FL

Past

September 14, 2018 - March 1, 2022

INSIGNEO ADVISORY SERVICES, LLC

RIA

CRD#: 282589

MIAMI, FL

Past

April 5, 2018 - August 1, 2025

INSIGNEO SECURITIES, LLC

CRD#: 29249

MIAMI, FL

Past

January 23, 2012 - March 14, 2016

CREDICORP CAPITAL LLC

CRD#: 136791

MIAMI, FL

Past

November 1, 2010 - October 10, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MIAMI, FL

Past

July 23, 2010 - July 23, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 23, 2010 - November 1, 2010

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

MIAMI, FL

Past

April 8, 2004 - December 26, 2008

ABN AMRO INCORPORATED

CRD#: 15776

CHICAGO, IL

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
(2/16/2023)

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 66

Date: 8/7/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/23/2010

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: 4/7/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/3/2012

General Securities Principal Examination

Current Firm

MACRO STRATEGY ADVISORS

MACRO STRATEGY ADVISORS | MACRO STRATEGY ADVISORS GROUP LLC

CRD#: 314428 / SEC#: 801-122078

RIA

Registered Investment Advisory firm - (3/28/2023 Terminated)

Florida

Registered Investment Advisory firm - (3/21/2023 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1221 Brickell Avenue Suite 900, Miami, FL 33131

Mailing Address

Phone number

(786) 348-9408

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	69
AUM (Assets Under Management)	$ 49,623,688

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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Francisco J. Velasco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francisco Jose Velasco's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSIGNEO ADVISORY SERVICES, LLC

INSIGNEO SECURITIES, LLC

CREDICORP CAPITAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA SECURITIES LLC

ABN AMRO INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 8/7/2018

Series 63

Date: 8/23/2010

SIE

Date: 10/1/2018

Series 7

Date: 4/7/2004

Series 24

Date: 10/3/2012

Current Firm

MACRO STRATEGY ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MACRO STRATEGY ADVISORS

TRUST BUT VERIFY

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