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Francisco Garcia Lozano

Mmbg Investment Advisors Co.

Miami, FL

CRD 7611665

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Employer firm

Mmbg Investment Advisors Co. CRD 285263

$2.98B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Mmbg Investment Advisors Co.

1221 Brickell Avenue 1221 Brickell Building, Suite 1030, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-21
FL RA APPROVED 2025-05-20
  • TX RA
    APPROVED
    Since 2026-04-21
  • FL RA
    APPROVED
    Since 2025-05-20

Branch Locations

1221 Brickell Avenue 1221 Brickell Building, Suite 1030, Miami, FL 33131 • 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
Mmbg Investment Advisors Miami FL 08/2021 Present
Morales Y Guerra Capital Asesores Monterrey 01/2016 08/2021
  • 08/2021 → Present
    Mmbg Investment Advisors
    Miami, FL
  • 01/2016 → 08/2021
    Morales Y Guerra Capital Asesores
    Monterrey
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-05
  • S65 Uniform Investment Adviser Law Examination
    2025-05-05
Other Names
  • Francisco Garcia Lozano
  • Francisco Garcia

View on SEC IAPD

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