AC
Andrew J. Carreon
EMETH VALUE CAPITAL
New Orleans, LA 70130
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CRD#: 7293017
AC
Professional summary
Andrew Joseph Carreon is a registered financial advisor currently at EMETH VALUE CAPITAL, LLC located in New Orleans, Louisiana.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Andrew has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Joseph Carreon'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®
NoneExperience
Current
November 20, 2020 - Present
EMETH VALUE CAPITAL, LLC
Office #1: 631 St Charles Ave, New Orleans, LA 70130RIA
CRD#: 310696
New Orleans, LA
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".
EV
EMETH VALUE CAPITAL, LLC
EMETH VALUE CAPITAL, LLC
CRD#: 310696 / SEC#: 801-131444
RIA
Registered Investment Advisory firm - (11/7/2024 Approved)Indiana
Registered Investment Advisory firm - (12/4/2024 Terminated)Louisiana
Registered Investment Advisory firm - (12/5/2024 Terminated)Texas
Registered Investment Advisory firm - (12/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (12/10/2024 Terminated)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
Louisiana(1/10/2022)
IAR
Texas(11/20/2020)
Exams
Current Firm
EV
EMETH VALUE CAPITAL, LLC
EMETH VALUE CAPITAL, LLC
CRD#: 310696 / SEC#: 801-131444
RIA
Registered Investment Advisory firm - (11/7/2024 Approved)Indiana
Registered Investment Advisory firm - (12/4/2024 Terminated)Louisiana
Registered Investment Advisory firm - (12/5/2024 Terminated)Texas
Registered Investment Advisory firm - (12/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (12/10/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
631 St Charles Ave, New Orleans, LA 70130
Mailing Address
Phone number
(210) 381-7262
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 148,290,976 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EMETH VALUE CAPITAL, LLC
CRD#: 310696New Orleans, LA 70130TRUST BUT VERIFY
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