Sebastian Agudeloisaza

ADVUE CAPITAL

Houston, TX 77027

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CRD#: 6565033

Professional summary

Sebastian Agudeloisaza, who also goes by Sebastian Isaza Agudelo, Sebastian Agudelo, is a registered financial advisor currently at ADVUE CAPITAL located in Houston, Texas.

Sebastian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Sebastian has worked at 3 firms and has passed the Series 66, Series 3, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sebastian Isaza Agudelo | Sebastian Agudelo

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.

ADVUE Consulting LLC - Managing Partner & CEO (Co-Founder) Not Investment Related 1001 West Loop South Suite 810 Houston, Texas 77027 07/2017 - Full Time Sebastian Agudelo Isaza is associated with several holding/managing companies: Mission Resources USA LLC, AVGQ Capital Partners LLC, Azasa Holdings LLC, Advue Holdings LLC, and HPC Global LLC. These entities have no activity and/or are holding companies and therefore, zero hours are spent on these outside business activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sebastian Agudeloisaza'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 22, 2021 - Present

ADVUE CAPITAL

Office #1: 1001 West Loop South Suite 810, Houston, TX 77027

RIA

CRD#: 300061

Houston, TX

Past

July 8, 2024 - December 31, 2024

KJ ENTERPRISES INC

RIA

CRD#: 317974

BELLAIRE, TX

Past

February 26, 2020 - December 31, 2020

ADVUE CAPITAL

RIA

CRD#: 300061

HOUSTON, TX

Past

March 22, 2019 - December 31, 2019

ADVUE CAPITAL

RIA

CRD#: 300061

HOUSTON, TX

Past

January 23, 2017 - June 2, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HOUSTON, TX

Past

January 12, 2017 - June 2, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HOUSTON, TX

Past

August 19, 2016 - November 30, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HOUSTON, TX

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

Texas
(2/22/2021)

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: 1/20/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 3

Date: 9/3/2021

National Commodity Futures Examination

General Industry/Product Exam

SIE

Date: 6/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/2016

General Securities Representative Examination

Current Firm

ADVUE CAPITAL

ADVUE CAPITAL | ADVUE CAPITAL LLC

CRD#: 300061 / SEC#:

Connecticut

Registered Investment Advisory firm - (6/18/2021 Terminated)

Maryland

Registered Investment Advisory firm - (5/25/2021 Terminated)

Texas

Registered Investment Advisory firm - (10/28/2025 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

1001 West Loop South Suite 810, Houston, TX 77027

Mailing Address

Phone number

(832) 982-2299

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Sebastian Agudeloisaza

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sebastian Agudeloisaza's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVUE CAPITAL

KJ ENTERPRISES INC

ADVUE CAPITAL

ADVUE CAPITAL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 1/20/2017

Series 3

Date: 9/3/2021

SIE

Date: 6/2/2018

Series 7

Date: 8/19/2016

Current Firm

ADVUE CAPITAL

Contact information

Documents

Red Flags

Company Information

ADVUE CAPITAL

TRUST BUT VERIFY

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