Esteban Zorrilla Calvo

PINVEST

CORAL GABLES, FL 33134

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CRD#: 5850124

Professional summary

Esteban Zorrilla Calvo, who also goes by Esteban Zorrilla, Esteban Zorrilla-calvo, is a registered financial advisor currently at PINVEST located in Coral Gables, Florida.

Esteban is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Esteban has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Esteban Zorrilla | Esteban Zorrilla-Calvo

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 - Pichincha Corp. - Corporate VP, Private Banking - From April 1st, 2024 - No compensation. Investment-related. 3 to 6 hrs. per month after trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Esteban Zorrilla Calvo'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

June 24, 2024 - Present

PINVEST

Office #1: 396 Alhambra Circle Ph2, Coral Gables, FL 33134

RIA

CRD#: 331586

CORAL GABLES, FL

Past

September 14, 2018 - April 5, 2024

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

MIAMI, FL

Past

June 25, 2018 - April 5, 2024

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

MIAMI, FL

Past

June 25, 2018 - April 5, 2024

CITI PRIVATE ALTERNATIVES, LLC

CRD#: 153777

Miami, FL

Past

April 13, 2011 - June 13, 2018

HSBC SECURITIES (USA) INC.

RIA

CRD#: 19585

MIAMI, FL

Past

December 8, 2010 - June 13, 2018

HSBC SECURITIES (USA) INC.

CRD#: 19585

MIAMI, FL

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".

PINVEST

PINVEST | PINVEST LLC

CRD#: 331586 / SEC#: 801-130446

RIA

Registered Investment Advisory firm - (6/11/2024 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
(6/24/2024)

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: 4/11/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/26/2018

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/7/2010

General Securities Representative Examination

Current Firm

PINVEST

PINVEST | PINVEST LLC

CRD#: 331586 / SEC#: 801-130446

RIA

Registered Investment Advisory firm - (6/11/2024 Approved)

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Contact information

Main Address

396 Alhambra Circle Ph2, Coral Gables, FL 33134

Mailing Address

Phone number

786 244-7346 786 458-8491

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A 2B PINVEST LLC (10/23/2025)

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 275,973,896

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

Esteban Zorrilla Calvo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Esteban Zorrilla Calvo's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITI PRIVATE ALTERNATIVES, LLC

HSBC SECURITIES (USA) INC.

HSBC SECURITIES (USA) INC.

Primary Firm SEC Registration

PINVEST

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2011

SIE

Date: 10/1/2018

Series 31

Date: 7/26/2018

Series 7

Date: 12/7/2010

Current Firm

PINVEST

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINVEST

TRUST BUT VERIFY

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