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Gustavo Guillermo Degwitz cosson

Investment adviser representative at Portfolio Resources Advisor Group, Inc.
13 yearsExperience
1 stateRegistered in
$121.9MFirm assets
9 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 fee

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

13 years in the industry.

  1. Portfolio Resources Advisor Group, Inc.Oct 2020 to now
  2. Portfolio Resources Group, Inc.Feb 2014 to now
  3. Selected Assets ManagementJun 2013 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

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

Portfolio Resources Advisor Group, Inc.

$121.9MAssets managed
349Clients
11Advisers
9 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
6285301
Firm CRD
144601
Advisor's SEC record (opens in a new tab)
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