Cesar Augusto Pachon
Investment adviser representative at Tiedemann Advisors, LLC
19 yearsExperience
1 stateRegistered in
$31BFirm assets
17 yearsFirm in business
Are you Cesar Augusto Pachon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Tiedemann Advisors, LLCJul 2026 to now
- Genspring Family Offices, LLCOct 2008 to Jul 2026
- Genspring Family Offices International, LLCAug 2007 to Jul 2026
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (FL).
Tiedemann Advisors, LLC
$31BAssets managed
461Clients
4Advisers
17 yearsIn 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
- 4074988
- Firm CRD
- 147189