Juan C. Garrido Zevallos
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Juan Carlos Garrido Zevallos, who also goes by Juan Carlo Garrido Zevallo, was a registered financial professional .
Juan is a previously registered financial professional and started their career in finance in 2022. Juan had worked at 2 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 13, 2025 - August 29, 2025
INVESTALL, INC.
August 24, 2022 - May 9, 2023
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
INVESTALL, INC.
CRD#: 285955 / SEC#: 801-110150
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 8/24/2022
General Securities Representative ExaminationCurrent Firm
INVESTALL, INC.
CRD#: 285955 / SEC#: 801-110150
Contact information
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,999 |
| AUM (Assets Under Management) | $ 53,127,044 |
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.
