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HA

Harrinson Agudelo-rios

FINMAS CAPITAL LLC
Stamford, CT
Some features on this profile are disabled
CRD#: 6486057
HA

Professional summary

Harrinson Agudelo-rios, who also goes by Harrinson Agudelo-ros, is a registered financial advisor currently at FINMAS CAPITAL LLC located in Stamford, Connecticut.

Harrinson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Harrinson has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Harrinson Agudelo-Ros

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. Members Credit Union.Investment-Related. 126 East Putnam Avenue, Cos Cob CT 06807. Credit Union/Banking. Accountant . Employee Since 05/2011. 152 Hrs per month. 140 Hrs Per month during securities trading hours. All Accounting and management duties. 2. Mickey Kydes Soccer. Not Investment Related. 10 Prospect Ave Apt 4, Norwalk, CT 06850. Soccer Education. Soccer Coach .Self-employer contract. Recreational/sports. Started date 03/2009. Total 8 hrs/month. None during securities trading hours. 3. Independent Agent Representing Aflac, Agent, Accidental and Disability Hospital Plans Cancer Plans, Non-investment related, 1-10% time spent on activity during non-securities hrs. -I work as an accountant at a credit union call Members Credit Union, Cos Cob, C. This is a salary position and I am not involved in any sales or receive commission. -I am also a bookkeeper with my own company which is called Finmas LLC, I do not receive commissions and I get paid hourly for the bookkeeping that I do. -I am also a soccer coach and self employed, I do this once a month now.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harrinson Agudelo-rios's 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 18, 2022 - Present

FINMAS CAPITAL LLC

RIA
CRD#: 317644
Stamford, CT
Past

April 11, 2019 - February 18, 2022

MONEY CONCEPTS CAPITAL CORP

RIA
CRD#: 12963
Wethersfield, CT
Past

February 26, 2019 - February 18, 2022

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
Wethersfield, CT

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
Connecticut
(2/18/2022)
IAR
New York
(7/15/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/28/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/26/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/18/2018
Securities Industry Essentials Examination

Current Firm

FC
FINMAS CAPITAL LLC
FINMAS CAPITAL LLC

CRD#: 317644 / SEC#:

Connecticut
Registered Investment Advisory firm - (2/18/2022 Approved)
New York
Registered Investment Advisory firm - (7/15/2024 Approved)
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Contact information

Main Address
Stamford, CT
Mailing Address
Phone number
(203) 428-1674
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts102
AUM (Assets Under Management)$ 1,104,133

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

FINMAS CAPITAL LLC

CRD#: 317644Stamford, CT

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