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Juan Cristobal Figueroa fresard

Investment adviser representative at Compass Group Investments Solutions LLC
15 yearsExperience
1 stateRegistered in
$526.8MFirm assets
6 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 feeOther

Services the firm offers

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

  • Portfolio management

Experience

15 years in the industry.

  1. Compass Group Investments Solutions LLCMar 2022 to now
  2. Cg Compass (USA), LLCJul 2016 to now
  3. Compass Group Asesores De InversionSep 2011 to Mar 2022

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

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

Compass Group Investments Solutions LLC

$526.8MAssets managed
148Clients
2Advisers
6 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
6676291
Firm CRD
305680
Advisor's SEC record (opens in a new tab)
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