Andrea Carolina Puerta Carreno

Employer firm

Ap Financial Contingency Group Inc CRD 310670

$2.70M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• SUBADVISER SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → Present
  Music Academy Carreno
  Weston, FL
• 01/2019 → 08/2020
  Pfs Investments Inc.
  Miramar, FL
• 04/2018 → 08/2020
  Primerica Financial Services
  Miramar, FL
• 05/2018 → 10/2018
  Bank Of America
  Hollywood, FL
• 11/2017 → 05/2018
  Mura Capital
  Miami, FL
• 08/2020 → Present
  Ap Financial Contingency Group Inc
  Weston, FL
• 11/2020 → Present
  Ash Brokerage
  Fort Wayne, IN
• 05/2021 → 03/2023
  Ohio National Financial Services
  Cincinnati, OH
• 02/2023 → Present
  Ap Rabbit Hole Llc
  Terrace Sunrise, FL

Other Businesses

Andrea Carolina Puerta Carreno is a licensed insurance agent. Name of outside business: ASH Brokerage; Is the business investment related: Yes; Location of the business: 888 S Harrison St #900 Fort Wayne, IN 46802; Description of the business: Insurance; Position Title: Agent; Responsibilities Duties: Meeting with clients to determine what type of life or disability insurance is right for them; Start date with business: 2020-11-12; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 15; Andrea Carolina Puerta Carreno is a part-time piano instructor at Music Academy Carreno. The business is not investment related. This is a family owned business. She spends one day a week on this activity. Name of outside business: AP Rabbit Hole LLC.; Is the business investment related: No; Location of the business: 3161 NW 126th Terrace Sunrise FLORIDA 33323 United States; Description of the business: Andrea Carolina Puerta Carreno owns a company called "AP Rabbit Hole LLC" where she helps clients to managed & market their business. She is also compensated for this activity. Position Title: Owner; Responsibilities Duties: Help clients to managed & market their business.; Start date with business: 2023-02-16; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 25. Andrea Carolina Puerta Carreno since 05/01/2023 is a Florida Real Estate Sales Associate. Affiliated with the firm Realtors Canvas Real Estate. She is also compensated for this activity. This is not investment related. She spends 2 times per month in this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-07

Other Names

• Andrea Puerta
• Andrea Krefft
• Andrea C. Puerta
• Andrea C. Puerta Krefft
• Andrea C. Puerta Carreno
• Andrea Carolina Puerta
• Andrea C Puerta Carreno
• Andrea C Puerta