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Julian R. Siri

INVESTIRE LLC
Buenos Aires, 1429
Some features on this profile are disabled
CRD#: 7053912
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Professional summary


Julian Ricardo Siri Mr, who also goes by Julian Ricardo Siri, is a registered financial advisor currently at INVESTIRE LLC .

Julian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Julian has worked at 1 firm and has passed the Series 65 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Julian Ricardo Siri

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.
Superavit Asset Management SAS - Invest-related; Argentina; Investment Advisory; Owner; Advisor; April 2025; 80 hrs per month; 80 hours during securities trading hours; Advising clients

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Julian Ricardo Siri Mr'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

July 16, 2019 - Present

INVESTIRE LLC

Office #1: Av. Del Libertador 8440 3rd Floor, Apt 37, Buenos Aires 1429
RIA
CRD#: 299977
Buenos Aires,

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".
IL
INVESTIRE LLC
INVESTIRE LLC

CRD#: 299977 / SEC#: 801-131705

RIA
Registered Investment Advisory firm - (9/29/2025 Approved)
Florida
Registered Investment Advisory firm - (7/16/2019 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
(7/16/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/14/2018
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 2/21/2024
National Commodity Futures Examination

Current Firm


IL
INVESTIRE LLC
INVESTIRE LLC

CRD#: 299977 / SEC#: 801-131705

RIA
Registered Investment Advisory firm - (9/29/2025 Approved)
Florida
Registered Investment Advisory firm - (7/16/2019 Approved)
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Contact information


Main Address
Av. Del Libertador 8440 3rd Floor, Apt 37, Buenos Aires 1429
Mailing Address
1000 N W Suite 1200, Wilmington, DE 19801
Phone number
+5491155179633
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2B (3/28/2025)

Regulatory assets under management


Total Number of Accounts176
AUM (Assets Under Management)$ 44,292,979

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


INVESTIRE LLC

CRD#: 299977Buenos Aires 1429

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