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Isaac Shamah Chattaj

Group U, LLC

Coral Gables, FL

CRD 7853450

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Employer firm

Group U, LLC CRD 329765

$2.62M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • ASSET MANAGEMENT

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

Current Employers
Group U, Llc

1550 Madruga Avenue Suite 303, Coral Gables, FL 33146 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-09
  • FL RA
    APPROVED
    Since 2024-12-09

Branch Locations

1550 Madruga Avenue Suite 303, Coral Gables, FL 33146 • 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
Universidad Anáhuac México Norte Lomas Anáhuac 01/2022 Present
Phoenix Valuation Institute Mexico 01/2020 12/2021
Mexiquense Tv Mexico 01/2022 01/2023
Universidad Anáhuac México Norte Lomas Anáhuac 01/2018 12/2019
Canal Once Mexico 01/2017 01/2019
En Tu Zona Polanco Magazine; Enlace Judío Mexico 01/2015 01/2019
Estadio Newspaper; Soccermania; Cd Informa Newspaper Mexico 01/2015 01/2019
  • 01/2022 → Present
    Universidad Anáhuac México Norte
    Lomas Anáhuac
  • 01/2020 → 12/2021
    Phoenix Valuation Institute
    Mexico
  • 01/2022 → 01/2023
    Mexiquense Tv
    Mexico
  • 01/2018 → 12/2019
    Universidad Anáhuac México Norte
    Lomas Anáhuac
  • 01/2017 → 01/2019
    Canal Once
    Mexico
  • 01/2015 → 01/2019
    En Tu Zona Polanco Magazine; Enlace Judío
    Mexico
  • 01/2015 → 01/2019
    Estadio Newspaper; Soccermania; Cd Informa Newspaper
    Mexico
Other Businesses

Founding Partner and CEO at INVESTU- Registered Investment Advisor, Mexico 40 hours per week start 1/2016

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-09
  • S65 Uniform Investment Adviser Law Examination
    2023-12-09

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

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