Best Investors Account Sign in
Inactive

Aquiles Larrea

Larrea Wealth Management

New York, NY

Claim This Profile
Current Employers
Larrea Wealth Management

165 Broadway 23 Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-04-08
  • NY RA
    APPROVED
    Since 2022-04-08

Branch Locations

165 Broadway 23 Floor, New York, NY 10006 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc Fairfield IA 11/2009 12/2017
Cambridge Investment Research Advisors, Inc Fairfield IA 11/2009 12/2017
Larrea Asset Management New York NY 10/2003 Present
Cambridge Investment Research, Inc. Fairfield IA 01/2010 12/2017
Securities Service Network New York NY 01/2018 Present
Ssn Advisory Inc New York NY 01/2018 Present
  • 11/2009 → 12/2017
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 11/2009 → 12/2017
    Cambridge Investment Research Advisors, Inc
    Fairfield, IA
  • 10/2003 → Present
    Larrea Asset Management
    New York, NY
  • 01/2010 → 12/2017
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2018 → Present
    Securities Service Network
    New York, NY
  • 01/2018 → Present
    Ssn Advisory Inc
    New York, NY
Other Businesses

1. Larrea Wealth Management - 77 Water St, 8th Floor, New York, NY 10005 - 06/01/1997 - NIR - Fixed Life Insurance, LTC and Disability, Sales and Service of Fixed Life LTC and Disability Insurance - S-Corp - 8 Hrs/Mo 2. Larrea Wealth Management - 77 Water St, 8th Floor, New York, NY 10005 - 03/2003 - investment related - RIA Prepares financial plans for hourly and flat fees - RIA - S-Corp - 2 hrs/mo trading 3. Larrea Wealth Management - 77 Water St, 8th Floor, New York, NY 10005 - 11/2015 start date - Investment Related - Author - Author of a book - S-Corp - 1 Hr/mo trading 4. Larrea Wealth Management - 77 Water St, 8th Floor, New York, NY 10005 - 03/2003 start date - NIR - Coaching, consulting one-off or as needed to clients companies, non-clients using experiences 20+ years as an entrepreneur - Coacing clients - S- Corp - 2 hrs/mo trading 5. 401k Power.com Inc - 77 Water St, 8th Floor, New York, NY 10005 - 03/2017 - NIR - Membership website for retirement participants consultations included and available through Larrea Wealth. - Sold for $87 - 287 month includes articles & videos - s-corp - 4 hrs/mo trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-09-06
S65 Uniform Investment Adviser Law Examination 1996-09-06
  • S63 Uniform Securities Agent State Law Examination
    1996-09-06
  • S65 Uniform Investment Adviser Law Examination
    1996-09-06
Other Names
  • Aquiles Larrea
  • Aquiles Larrea

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor