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Robert Mazuelos

Mazuelos & Company Wealth Management

Fort Lauderdale, FL

CRD 5818400

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Employer firm

Mazuelos & Company Wealth Management CRD 316534

$39.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Mazuelos & Company Wealth Management

Fort Lauderdale, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-12-10
TX RA APPROVED_RES 2021-08-31
  • FL RA
    APPROVED
    Since 2021-12-10
  • TX RA
    APPROVED_RES
    Since 2021-08-31

Branch Locations

Fort Lauderdale, FL • 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
Retired Fort Lauderdale FL 01/2014 10/2017
Winston & Company, Inc. Fort Lauderdale FL 11/2017 02/2022
Mazuelos & Company, Llc Fort Lauderdale FL 08/2021 Present
  • 01/2014 → 10/2017
    Retired
    Fort Lauderdale, FL
  • 11/2017 → 02/2022
    Winston & Company, Inc.
    Fort Lauderdale, FL
  • 08/2021 → Present
    Mazuelos & Company, Llc
    Fort Lauderdale, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-13
  • S65 Uniform Investment Adviser Law Examination
    2017-11-13

View on SEC IAPD

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