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Ana Carolina Arguello

Azzendo Wealth Advisors

Coral Gables, FL

CRD 6643845

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Employer firm

Azzendo Wealth Advisors CRD 145919

$300M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Azzendo Wealth Advisors

901 Ponce De Leon Blvd. Suite 501, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-05-25
  • FL RA
    APPROVED
    Since 2016-05-25

Branch Locations

901 Ponce De Leon Blvd. Suite 501, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cathy Pareto & Associates Coral Gables FL 03/2010 Present
  • 03/2010 → Present
    Cathy Pareto & Associates
    Coral Gables, FL
Designations
  • Certified Financial Planner
Other Names
  • Nina Arguello
  • Ana Carolina Ahlers
  • Ana C. Arguello

View on SEC IAPD

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Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
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