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Juan Pablo Venegas

Investment adviser representative at Andbanc Advisory LLC
17 yearsExperience
1 stateRegistered in
$806.5MFirm assets
12 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 assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

17 years in the industry.

  1. Andbanc Brokerage LLCDec 2017 to now
  2. Andbanc Advisory LLCOct 2009 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (FL).

Andbanc Advisory LLC

$806.5MAssets managed
472Clients
11Advisers
12 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
5622112
Firm CRD
150463
Advisor's SEC record (opens in a new tab)
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