Andrew Edward Carrillo
Investment adviser representative at Barnett Capital Advisors LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$161.1MFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Barnett Capital Insurance, LLCJul 2013 to now
- Barnett Capital Advisors LLCOct 2011 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Barnett Capital Advisors LLC
$161.1MAssets managed
248Clients
2Advisers
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
- 5318545
- Firm CRD
- 159113