Andrea Marie Lamari
Professional Summary
Andrea Marie Lamari, who also goes by Andrea Marie Walne, Andrea Walne, is a registered financial advisor currently at CUATRO CAPITAL SECURITIES LLC located in San Juan, undefined. Andrea is registered as a RR (Registered Representative) and started their career in finance in 2019. Andrea has worked at 3 firms and has passed the Series 63, Series 99TO, Series 7TO, SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andrea Marie Walne, Andrea Walne
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
CUATRO CAPITAL SECURITIES LLC
Contact Information
Main Address
1959 Calle Loiza, San Juan, PR 00911Mailing Address
1959 Calle Loiza Suite 203, San Juan, PR 00911Phone Number
(914) 361-9343Established
Puerto Rico since 03/29/2023Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (21 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| NUEDA VIDA VENTURES LLC | PARENT COMPANY | — |
| CUATRO CAPITAL HOLDINGS LLC | DIRECT OWNER | — |
| BEATON, DANIEL STEWART | FINOP, POO, PFO | 4240769 |
| BELEW, CHRISTOPHER MICHAEL | CHIEF EXECUTIVE OFFICER | 6961894 |
| HOLMAN, JOHN MICHAEL | CHIEF COMPLIANCE OFFICER | 1858866 |
| LAMARI, ANDREA MARIE | MANAGING PARTNER | 6359352 |
| TRINH, MICHAEL | PRESIDENT | 7014640 |
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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.
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State Registrations and Notice Filings
(5/12/2025)
(3/19/2025)
(9/8/2025)
(4/3/2025)
(4/9/2025)
(5/7/2025)
(1/23/2025)
(2/25/2026)
(8/7/2025)
(9/8/2025)
(9/8/2025)
(2/24/2025)
(3/22/2025)
(4/3/2025)
(3/18/2025)
(9/8/2025)
(4/24/2025)
(4/15/2025)
(9/8/2025)
(9/8/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Andrea Marie Lamari's CRS (Customer Relationship Summary).
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