Isabella Vila Carrillo

HACHIKO FINANCIAL USA

MIAMI, FL 33131

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CRD#: 7153308

Professional summary

Isabella Vila Carrillo is a registered financial advisor currently at HACHIKO FINANCIAL USA CORP. located in Miami, Florida.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Isabella Vila Carrillo'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

September 13, 2019 - Present

HACHIKO FINANCIAL USA CORP.

Office #1: 150 Se 2nd Ave Ph2, Miami, FL 33131

RIA

CRD#: 299816

MIAMI, FL

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
(9/13/2019)

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Exams

State Security Law Exam

IAR

Series 65

Date: 9/5/2019

Uniform Investment Adviser Law Examination

Current Firm

HACHIKO FINANCIAL USA CORP.

CRD#: 299816 / SEC#:

Florida

Registered Investment Advisory firm - (9/13/2019 Approved)

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Contact information

Main Address

1200 Ponce De Leon Ste 905, Coral Gables, FL 33134

Mailing Address

Phone number

(305) 400-8527

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	42
AUM (Assets Under Management)	$ 68,646,243

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Isabella Vila Carrillo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isabella Vila Carrillo's CRS (Customer Relationship Summary).

Certified licenses

Experience

HACHIKO FINANCIAL USA CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2019

Current Firm

HACHIKO FINANCIAL USA CORP.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HACHIKO FINANCIAL USA CORP.

TRUST BUT VERIFY

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