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Carlos Andres Alvarez

Abendstern Wealth Management, Inc.

Shenandoah, TX

CRD 2508410

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Employer firm

Abendstern Wealth Management, Inc. CRD 172715

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Abendstern Wealth Management, Inc.

150 Pine Forest Dr. Suite 803, Shenandoah, TX 77384 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-03-12
TX RA APPROVED 2015-05-29
  • FL RA
    APPROVED
    Since 2018-03-12
  • TX RA
    APPROVED
    Since 2015-05-29

Branch Locations

150 Pine Forest Dr. Suite 803, Shenandoah, TX 77384 • 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
Abendstern Wealth Management, Inc. The Woodlands TX 12/2014 Present
Texas Ally Real Estate Houston TX 01/2019 Present
Previous Registrations
  • 2001-08-08 → 2002-10-08
    Globan Management, Inc.
    Houston, TX
Other Businesses

Mr. Alvarez is a realtor with Texas Ally Real Estate. Start date 2019. This is part time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-28
  • S65 Uniform Investment Adviser Law Examination
    2015-05-28

View on SEC IAPD

Nearby Firms

MARIPAU WEALTH MANAGEMENT LLC
BULLTICK WEALTH MANAGEMENT, LLC
EDWARD JONES

Nearby Investors

JIMMY ELTON SLOAN
LUIS ENRIQUE MARTINEZ
GABRIEL GUILLERMO ELORDUY

Nearby Offices

MARIPAU WEALTH MANAGEMENT LLC · Shenandoah, TX
BULLTICK WEALTH MANAGEMENT, LLC · Shenamdoah, TX
EDWARD JONES · THE WOODLANDS, TX

More in Shenandoah, TX

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