Juan Manuel Buendia

Employer firm

Asset Strategy Consultants LLC CRD 110800

$5.16B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 12/2017
  Legg Mason Investor Services Llc
  Stamford, CT
• 03/2015 → 12/2017
  Legg Mason & Co
  Stamford, CT
• 07/2015 → 12/2017
  Clearbridge Investments
  New York, NY
• 01/2018 → 06/2018
  Unemployed
  Bronxville, NY
• 03/2021 → Present
  Asset Strategy Consultants, Llc
  Hunt Valley, MD
• 06/2018 → 06/2020
  Hirtle, Callaghan & Co., Llc
  West Conshohocken, PA
• 07/2020 → 02/2021
  Unemployed
  Stevenson, MD

Previous Registrations

• 2018-06-14 → 2020-06-01
  Hirtle & Co., Llc
  West Conshohocken, PA
  Baltimore, MD
• 2016-04-07 → 2017-12-31
  Franklin Templeton Fund Adviser, Llc
  New York, NY
• 2015-07-29 → 2016-04-07
  Clearbridge Investments, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2015-07-24