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Simon O. Kasbari

NOESIS CAPITAL MANAGEMENT
BOCA RATON, FL 33431
CRD#: 7150417
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SK
Simon O KasbariNOESIS CAPITAL MANAGEMENT

Professional summary

Simon O Kasbari, who also goes by Simon O Kasbari, Simon Kasbari, is a registered financial advisor currently at NOESIS CAPITAL MANAGEMENT CORP located in Boca Raton, Florida.

Simon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Simon has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Simon O Kasbari | Simon Kasbari

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Simon O Kasbari'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

June 5, 2026 - Present

NOESIS CAPITAL MANAGEMENT CORP

Office #1: Fountain Square 2700 North Military Trail Suite 210, Boca Raton, FL, 33431
RIA
CRD#: 110819
BOCA RATON, FL
Past

July 10, 2024 - February 9, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
LAKE WORTH, FL
Past

July 3, 2024 - February 9, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
LAKE WORTH, FL
Past

February 27, 2023 - June 12, 2023

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BOCA RATON, FL
Past

November 14, 2022 - February 28, 2023

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
WASHINGTON, DC

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".
NC
NOESIS CAPITAL MANAGEMENT CORP
NOESIS CAPITAL MANAGEMENT CORP

CRD#: 110819 / SEC#: 801-49934

RIA
Registered Investment Advisory firm - (9/5/1995 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
(6/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/2/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/26/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/2/2022
Securities Industry Essentials Examination

Current Firm

NC
NOESIS CAPITAL MANAGEMENT CORP
NOESIS CAPITAL MANAGEMENT CORP

CRD#: 110819 / SEC#: 801-49934

RIA
Registered Investment Advisory firm - (9/5/1995 Approved)
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Contact information

Main Address
Fountain Square 2700 North Military Trail Suite 210, Boca Raton, FL, 33431
Mailing Address
Phone number
(561) 999-9888
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NOESIS ADV PART 2A (11/19/2025)

Regulatory assets under management

Total Number of Accounts851
AUM (Assets Under Management)$ 876,873,175

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

NOESIS CAPITAL MANAGEMENT CORP

CRD#: 110819Boca Raton, FL 33431

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