Edward Henry Urquidi

Employer firm

Futura Asset Advisors LLC CRD 136285

$115M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2005 → 04/2021
  Insight Securities, Inc.
  Coral Gables, FL
• 05/2005 → Present
  Futura Asset Advisors Llc
  Coral Gables, FL
• 11/2006 → 04/2021
  Insight Securities, Inc.
  Riverwoods, IL

Other Businesses

1) VERONTEL LLC, A TEXAS COMPANY THAT OWNS 3 RENTAL PROJECTS AND A COMMERCIAL SPACE ALL IN HOUSTON. I AM AN OFFICER AND DIRECTOR AND SPEND LESS THAN 1 HOUR A WEEK IN THIS ACTIVITY. NO PRIVATE SECURITY TRANSACTIONS INVOLVED. I RECEIVED NO COMPENSATION. 2) FUTURA ASSET ADVISORS, LLC, AN INVESTMENT ADVISOR, SPEND 4 HOURS A WEEK AS PRESIDENT. 3. DIRECTOR OF ALTA CORPORATE SERVICES LLC, AN ENTITY THAT PROVIDES CORPORATE SERVICES TO FUTURA ASSET ADVISORS LLC. I SPEND APPROXIMATELY 2 HOURS A WEEK IN THIS ACTIVITY AND RECEIVE NO COMPENSATION.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-27
• S63 Uniform Securities Agent State Law Examination
  1992-05-04

Other Names

• Henry Urquidi