Mauricio Flores lobeira
Investment adviser representative at Proaltus USA
12 yearsExperience
2 statesRegistered in
$604.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Proaltus USA Inc.Oct 2021 to now
- Self EmployedApr 2020 to Oct 2021
- BanamexJan 2014 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Proaltus USA
Legal name: Proaltus USA Inc.
$604.9MAssets managed
94Clients
1Advisers
5 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
- 4643004
- Firm CRD
- 310955