Sergio De la torre
Investment adviser representative at Pandora Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$285MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Pandora Wealth, Inc.Nov 2024 to now
- Spotlight Asset Group, Inc.Sep 2019 to now
- Joyn Advisors, Inc.Nov 2016 to Sep 2019
- Joyn Atlanta, Inc.Nov 2016 to Sep 2019
- Minnesota Life Insurance CompanyMay 2016 to Sep 2019
- Securian Financial Services IncMay 2016 to Sep 2019
- Gv Atlanta, Inc.May 2016 to Nov 2016
- Gv Financial Advisors, Inc.May 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (GA).
Pandora Wealth, Inc.
$285MAssets managed
109Clients
3Advisers
2 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
- 4991068
- Firm CRD
- 331816