Billy R Obregon
Investment adviser representative at Vontobel Swiss Financial Advisers
12 yearsExperience
1 stateRegistered in
$11.9BFirm assets
21 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Vontobel Swiss Financial Advisers Ltd.Mar 2025 to now
- Deutsche Bank Trust Company AmericasSep 2021 to Feb 2025
- Deutsche Bank Securities Inc.Apr 2017 to Aug 2021
- Rreef Management- Affiliate of Dws Investments Distributors, IncJan 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Vontobel Swiss Financial Advisers
Legal name: Vontobel Swiss Financial Advisers Ag
$11.9BAssets managed
2,583Clients
5Advisers
21 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
- 5560837
- Firm CRD
- 130668