Best Investors Account Sign in
Inactive

Marielena Banuelos

Finhabits Advisors, LLC

El Paso, TX

CRD 7555909

Claim This Profile
Employer firm

Finhabits Advisors, LLC CRD 210522

$116M regulatory AUM 3,720 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Finhabits Advisors, Llc

413 W 14Th Street Suite 200, New York, NY 10014 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-05-13
TX RA APPROVED 2022-05-13
  • NY RA
    APPROVED
    Since 2022-05-13
  • TX RA
    APPROVED
    Since 2022-05-13

Branch Locations

220 Thunderbird Suite 18, El Paso, TX 79912 • 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
Finhabits Advisors, Llc New York NY 01/2021 Present
Birkenstock Attitudes El Paso TX 03/2018 12/2020
Full Time Education El Paso TX 05/2012 03/2018
  • 01/2021 → Present
    Finhabits Advisors, Llc
    New York, NY
  • 03/2018 → 12/2020
    Birkenstock Attitudes
    El Paso, TX
  • 05/2012 → 03/2018
    Full Time Education
    El Paso, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-28
  • S65 Uniform Investment Adviser Law Examination
    2022-04-28

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Nearby Investors

JESUS CASTELLANOS
RICHARD JOENS
Divia Correa

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EL PASO, TX
OSAIC WEALTH, INC. · EL PASO, TX
RAYMOND JAMES & ASSOCIATES, INC. · EL PASO, TX

More in El Paso, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor