AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JV

Juan Velez Moeller

ASTRIS SECURITIES
WASHINGTON, DC 20006
Some features on this profile are disabled
CRD#: 7409517
JV

Professional summary


Juan Velez Moeller is a registered financial professional currently at ASTRIS SECURITIES, LLC located in Washington, District Of Columbia.

Juan is registered as a RR (Registered Representative) and started their career in finance in 2021. Juan has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Juan Velez Moeller'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

October 29, 2025 - Present

ASTRIS SECURITIES, LLC

Office #1: 1627 Eye Street, Nw, Washington, DC 20006
BD
CRD#: 300588
WASHINGTON, DC
Past

October 7, 2021 - October 16, 2025

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(10/29/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 8/20/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/7/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AS
ASTRIS SECURITIES, LLC
ASTRIS SECURITIES, LLC

CRD#: 300588 / SEC#: , 8-70306

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1627 Eye Street, Nw, Washington, DC 20006
Mailing Address
5185 Macarthur Blvd Nw Ste 103, Pmb#717, Washington, DC 20016
Phone number
(202) 350-4971
Established
Delaware since 01/22/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ASTRIS FINANCE, LLCMEMBER
BOUDET, JEAN-MARIE PAULCFO/COO/CCO7077596
COLLINS, TOBEY SUSANCEO7079537

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


ASTRIS SECURITIES, LLC

CRD#: 300588Washington, DC 20006

TRUST BUT VERIFY

Monitor Juan Velez Moeller

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
EC
Erin CainesAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
DERWOOD, MD
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics