Julio Lopez-brito
Investment adviser representative at Sensible Money, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$742.5MFirm assets
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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.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sensible Money, LLCNov 2021 to now
- Portfolio Resources Advisors GroupApr 2018 to Nov 2021
- New York Life Insurance CoJul 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sensible Money, LLC
$742.5MAssets managed
326Clients
13Advisers
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
- 6678829
- Firm CRD
- 158641