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ML

Manuel Lopez-mendez

ATLANTIS INVESTMENT COACHING
San Juan, PR 00901-2317
Some features on this profile are disabled
CRD#: 7731389
ML

Professional summary

Manuel Lopez-mendez, who also goes by Manuel Lopez, Manuel Lopez Mendez, is a registered financial advisor currently at ATLANTIS INVESTMENT COACHING, LLC located in San Juan, .

Manuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Manuel has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Manuel Lopez | Manuel Lopez Mendez

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.
Self-Employed, providing professional services as Events Director for Atlantis Investment Coaching, a Registered Investment Adviser firm, since November 29, 2021. Working 40 hours/week during securities trading hours, responsible for the successful execution of all of Atlantis' live and online events. Address: District View The Work Place Atlantis Investment Coaching Condominio Torre de la Reina 450 Ave De La Constitucion Suite 200 San Juan PR 00901-2317

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Manuel Lopez-mendez'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

April 8, 2024 - Present

ATLANTIS INVESTMENT COACHING, LLC

Office #1: District View The Work Place 450 Ave De La Constitucion Ste 200, San Juan, PR 00901-2317
RIA
CRD#: 145416
San Juan, PR

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
Puerto Rico
(4/8/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/6/2024
Uniform Investment Adviser Law Examination

Current Firm

AI
ATLANTIS INVESTMENT COACHING, LLC
ATLANTIS INVESTMENT COACHING, LLC

CRD#: 145416 / SEC#:

Puerto Rico
Registered Investment Advisory firm - (11/30/2007 Approved)
Texas
Registered Investment Advisory firm - (11/6/2014 Approved)
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Contact information

Main Address
District View The Work Place 450 Ave De La Constitucion Ste 200, San Juan, PR 00901-2317
Mailing Address
Phone number
(787) 919-7314
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Red Flags

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Company Information

ATLANTIS INVESTMENT COACHING, LLC

CRD#: 145416San Juan, PR 00901-2317

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