Andres Barzilai Sordo
Professional summary
Andres Barzilai Sordo, who also goes by Andres Barzilai, is a registered financial advisor currently at HOLISTIC ASSET MANAGEMENT, LLC and HOLISTIC BROKERAGE, LLC located in Miami, Florida.
Andres is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Andres has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andres Barzilai Sordo's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 5, 2023 - Present
HOLISTIC ASSET MANAGEMENT, LLC
Office #1: Ruta 8 Km 17,500 - Zonamerica Edificio @2 Oficina 305, Montevideo 91600June 15, 2022 - Present
HOLISTIC BROKERAGE, LLC
Office #1: 800 Brickell Ave Suite 502, Miami, FL 33131June 28, 2018 - June 17, 2022
INSIGHT SECURITIES, INC.
July 31, 2017 - June 18, 2018
INSIGNEO SECURITIES, LLC
December 18, 2014 - July 31, 2017
NORTHEAST SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 7TO
Date: 11/14/2021
General Securities Representative ExaminationFINRA
Current Firm
HOLISTIC ASSET MANAGEMENT, LLC
CRD#: 156789 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 19,713,419 |
Red Flags
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