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Sebastian A. Ordonez Bueno

ELEMENT POINTE FAMILY OFFICE
Miami, FL 33131
Some features on this profile are disabled
CRD#: 7501258
SO

Professional summary

Sebastian Antonio Ordonez Bueno, who also goes by Sebastian Ordonez, is a registered financial advisor currently at ELEMENT POINTE FAMILY OFFICE located in Miami, Florida.

Sebastian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Sebastian has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sebastian Ordonez

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 Sebastian Antonio Ordonez Bueno'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

March 14, 2022 - Present

ELEMENT POINTE FAMILY OFFICE

Office #1: 333 Se 2nd Ave Suite 2520, Miami, FL 33131
RIA
CRD#: 282750
Miami, FL

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".
EP
ELEMENT POINTE FAMILY OFFICE
ELEMENT POINTE | ROBUST ADVISORS, LLC | ELEMENT POINTE FAMILY OFFICE | ELEMENT POINTE ADVISORS, LLC | ELEMENT POINTE ADVISORS

CRD#: 282750 / SEC#: 801-107214

RIA
Registered Investment Advisory firm - (2/10/2016 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
(3/14/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/8/2022
Uniform Investment Adviser Law Examination

Current Firm

EP
ELEMENT POINTE FAMILY OFFICE
ELEMENT POINTE | ROBUST ADVISORS, LLC | ELEMENT POINTE FAMILY OFFICE | ELEMENT POINTE ADVISORS, LLC | ELEMENT POINTE ADVISORS

CRD#: 282750 / SEC#: 801-107214

RIA
Registered Investment Advisory firm - (2/10/2016 Approved)
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Contact information

Main Address
333 Se 2nd Ave Suite 2520, Miami, FL 33131
Mailing Address
Phone number
(786) 655-9790
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (5 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ELEMENT POINTE FAMILY OFFICE ADV PART 2A BROCHURE 3.30.2025 (3/30/2025)

Regulatory assets under management

Total Number of Accounts331
AUM (Assets Under Management)$ 854,542,445

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

ELEMENT POINTE FAMILY OFFICE

CRD#: 282750Miami, FL 33131

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