Carlos Alberto Sanchez
Investment adviser representative at Tritonpoint Partners, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$286.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Tritonpoint Partners, LLCMay 2026 to now
- Vivaldi Capital Management LPNov 2024 to May 2026
- Biechele Royce Advisors, Inc.Jan 2023 to Nov 2024
- U.S. Bancorp Investments, Inc.Feb 2017 to Jan 2023
- J.P. Morgan Securities LLCOct 2012 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Tritonpoint Partners, LLC
$286.5MAssets managed
74Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2427628
- Firm CRD
- 333259