Agustin Etcheverry

SHELLMAN INVESTMENT MANAGEMENT

Coral Gables, FL 33134

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CRD#: 7796785

Professional summary

Agustin Etcheverry is a registered financial advisor currently at SHELLMAN INVESTMENT MANAGEMENT, LLC located in Coral Gables, Florida.

Agustin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Agustin has worked at 1 firm and has passed the Series 65 exam.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Agustin Etcheverry'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

September 25, 2023 - Present

SHELLMAN INVESTMENT MANAGEMENT, LLC

Office #1: 2525 Ponce De Leon Blvd #300, Coral Gables, FL 33134

RIA

CRD#: 316579

Coral Gables, 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".

SHELLMAN INVESTMENT MANAGEMENT, LLC

SHELLMAN INVESTMENT MANAGEMENT, LLC | SHELLMAN WEALTH MANAGEMENT LLC | SHELLMAN WEALTH

CRD#: 316579 / SEC#: 801-123508

RIA

Registered Investment Advisory firm - (11/25/2022 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
(9/25/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/9/2023

Uniform Investment Adviser Law Examination

Current Firm

SHELLMAN INVESTMENT MANAGEMENT, LLC

SHELLMAN INVESTMENT MANAGEMENT, LLC | SHELLMAN WEALTH MANAGEMENT LLC | SHELLMAN WEALTH

CRD#: 316579 / SEC#: 801-123508

RIA

Registered Investment Advisory firm - (11/25/2022 Approved)

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Contact information

Main Address

2525 Ponce De Leon Blvd #300, Coral Gables, FL 33134

Mailing Address

2525 Ponce De Leon Blvd #300, Coral Gables, FL 33134

Phone number

(786) 655-6180

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHELLMAN INVESTMENT MANAGEMENT, LLC FORM ADV PART 2 BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	146
AUM (Assets Under Management)	$ 157,298,501

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.

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Agustin Etcheverry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Agustin Etcheverry's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHELLMAN INVESTMENT MANAGEMENT, LLC

Primary Firm SEC Registration

SHELLMAN INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/2023

Current Firm

SHELLMAN INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHELLMAN INVESTMENT MANAGEMENT, LLC

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