Sebastian Herdoiza

STORGE

Aventura, FL

CRD#: 8035504

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Professional summary

Sebastian Herdoiza is a registered financial advisor currently at STORGE located in Aventura, Florida.

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

At a Glance

Always Fiduciary

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 Sebastian Herdoiza'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

February 7, 2025 - Present

STORGE

RIA

CRD#: 305395

Aventura, 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".

STORGE

STORGE | STORGE PARTNERS ECONOMIC STUDIES LLC | STORGE PARTNERS

CRD#: 305395 / SEC#: 801-117352

RIA

Registered Investment Advisory firm - (9/18/2019 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
(2/7/2025)

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: 9/6/2024

Uniform Investment Adviser Law Examination

Current Firm

STORGE

STORGE | STORGE PARTNERS ECONOMIC STUDIES LLC | STORGE PARTNERS

CRD#: 305395 / SEC#: 801-117352

RIA

Registered Investment Advisory firm - (9/18/2019 Approved)

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Contact information

Main Address

150 Alhambra Circle Suite 10, Coral Gables, FL 33134

Mailing Address

Phone number

(785) 969-2515

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STORGE PARTNERS - ADV PART 2A (2/27/2026)

Regulatory assets under management

Total Number of Accounts	194
AUM (Assets Under Management)	$ 866,631,010

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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Sebastian Herdoiza

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sebastian Herdoiza's CRS (Customer Relationship Summary).

Certified licenses

Experience

STORGE

Primary Firm SEC Registration

STORGE

State Registrations and Notice Filings

Exams

Series 65

Date: 9/6/2024

Current Firm

STORGE

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STORGE

TRUST BUT VERIFY

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