Krystal Ann Barcelo
Investment adviser representative at Efg Private Wealth Management (americas) Corp.
16 yearsExperience
1 stateRegistered in
$2.3BFirm assets
15 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.
- Portfolio management
Experience
16 years in the industry.
- Efg Private Wealth Management (americas) Corp.Nov 2021 to now
- Efg Capital International CorpOct 2021 to now
- Wells Fargo Bank, NAFeb 2020 to Sep 2021
- Wells Fargo Clearing Services, LLCFeb 2020 to Sep 2021
- J.P. Morgan Securities LLCOct 2012 to Jan 2020
- JPMorgan Chase BankOct 2010 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Efg Private Wealth Management (americas) Corp.
$2.3BAssets managed
479Clients
45Advisers
15 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
- 5956773
- Firm CRD
- 158905