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VC

Victor M. Cuenca Barrero

VONTOBEL SWISS FINANCIAL ADVISERS
Miami, FL 33131
CRD#: 8022557
Some features on this profile are disabled
VC
Victor Manuel Cuenca BarreroVONTOBEL SWISS FINANCIAL ADVISERS

Professional summary

Victor Manuel Cuenca Barrero, who also goes by VIctor Manuel Cuenca, is a registered financial advisor currently at VONTOBEL SWISS FINANCIAL ADVISERS located in Miami, Florida.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Victor has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Victor Manuel Cuenca

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 Victor Manuel Cuenca Barrero'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

April 2, 2025 - Present

VONTOBEL SWISS FINANCIAL ADVISERS

Office #1: 1001 Brickell Bay Dr Suite 1900, Miami, FL 33131
RIA
CRD#: 130668
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".
VS
VONTOBEL SWISS FINANCIAL ADVISERS
UBS SWISS FINANCIAL ADVISERS | VONTOBEL SWISS FINANCIAL ADVISERS LTD. | VONTOBEL SWISS FINANCIAL ADVISERS AG | VONTOBEL SWISS FINANCIAL ADVISERS | UBS SWISS FINANCIAL ADVISERS AG

CRD#: 130668 / SEC#: 801-63660

RIA
Registered Investment Advisory firm - (12/3/2004 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
(4/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/2/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/9/2026
Securities Industry Essentials Examination

Current Firm

VS
VONTOBEL SWISS FINANCIAL ADVISERS
UBS SWISS FINANCIAL ADVISERS | VONTOBEL SWISS FINANCIAL ADVISERS LTD. | VONTOBEL SWISS FINANCIAL ADVISERS AG | VONTOBEL SWISS FINANCIAL ADVISERS | UBS SWISS FINANCIAL ADVISERS AG

CRD#: 130668 / SEC#: 801-63660

RIA
Registered Investment Advisory firm - (12/3/2004 Approved)
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Contact information

Main Address
Spluegenstrasse 5, Zurich 8022
Mailing Address
Gotthardstrasse 43, Zurich 8022
Phone number
+41-58-2388111
Established
Firm type
Fiscal year end
# of Employees
100

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE (FORM ADV PART 2A) (7/29/2025)

Regulatory assets under management

Total Number of Accounts3,234
AUM (Assets Under Management)$ 9,275,545,710

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
03/28/2025
Cover Page
Report
02/22/2024
Cover Page
Report
03/03/2023
Cover Page
Report

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

VONTOBEL SWISS FINANCIAL ADVISERS

CRD#: 130668Miami, FL 33131

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