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CRD#: 322182
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for FUNDAMENTAL SECURITIES Comes From

Understanding the Statistics for FUNDAMENTAL SECURITIES and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
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Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1655 N. Commerce Parkway Suite 301, Weston, FL 33326
Mailing Address
1655 N. Commerce Parkway Suite 301, Weston, FL 33326
Firm Size
Small
Phone Number
(954) 727-3118
Established
Florida since 08/23/2017
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
CANO, GUSTAVO A.CEO5583243
FUNDAMENTAL COMPLIANCE SERVICES LLCMAJORITY OWNER
GONZALEZ, CARLOS JAVIERCCO4294205
ISLA VENTURES, LLCMINORITY OWNER
SCHWARTZ, DANIEL MARCADVISOR5820451
VELASQUEZ ELNESER, FARID ANDRESFINANCIAL AND OPERATIONS PRINCIPAL4865394

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at FUNDAMENTAL SECURITIES

GC

Gustavo A. Cano

Gustavo A Cano, Gustavo Adolfo Cano
IAR
RR
CRD#: 5583243
CFA: Chartered Financial Analyst
Location:
Miami, FL 33131
Company:
FUNDAMENTAL INVESTMENT SERVICES, LLC
Disclosures:
Experience:
17 years
View Profile
JK

Jessica Karina Kaufman

Jessica Karina Chatman, Jessica Karina Kaufman
IAR
RR
CRD#: 6430469
Location:
Miami, FL 33131
Company:
ACP CAPITAL MANAGEMENT, LLC
Disclosures:
Experience:
8 years
View Profile
JS

Jose A Santamaria

Jose Alfredo Santamaria
IAR
RR
CRD#: 4396657
Location:
New York, NY
Company:
FUNDAMENTAL INVESTMENT SERVICES, LLC
Disclosures:
Experience:
18 years
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