Francisco Jose Soler
Investment adviser representative at Mas Advisors LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$2.6BFirm 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.
- Portfolio management
Experience
13 years in the industry.
- Mas ServicesAug 2026 to now
- Tiryam LLCNov 2025 to now
- The Leaders Group, Inc.May 2023 to now
- Mas Advisors LLCApr 2023 to now
- Regis Financial PartnersApr 2023 to now
- Efg Asset ManagementJul 2018 to Mar 2023
- Efg Capital InternationalJun 2018 to Mar 2023
- Banco SabadellAug 2017 to Jun 2018
- Mas Advisors LLCJan 2013 to Aug 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mas Advisors LLC
$2.6BAssets managed
21Clients
4Advisers
13 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
- 4983591
- Firm CRD
- 165906