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Mauricio Cortes Resendiz

Investment adviser representative at Fielder Capital Group LLC
10 yearsYears since first job or exam
1 stateRegistered in
CFA, CFP® certificationDesignations
$1.2B

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

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

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Fielder Capital Group LLCJul 2025 to now
  2. The Mather Group, LLCDec 2021 to Jun 2025
  3. Eugenias Advisory Group, LLCJan 2020 to Dec 2021
  4. Eugenias Advisory Group, LLCJun 2018 to Dec 2019
  5. Eugenias Advisory Group, LLCJan 2018 to May 2018
  6. Vanderbilt Business SchoolAug 2017 to May 2018
  7. Fish and AssociatesJun 2017 to Aug 2017
  8. Vanderbilt Business SchoolAug 2016 to May 2017

Designations

  • CFA
  • CFP® certification

Exams passed

No exams in this record.

State registrations

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

Fielder Capital Group LLC

$1.2B
131Clients
8Advisers
9 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

6307778
156737
Advisor's SEC record (opens in a new tab)
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