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Simon O Kasbari

Investment adviser representative at Noesis Capital Management Corp
12 yearsYears since first job or exam
1 stateRegistered in
$876.9M
31 yearsFirm in business

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.

Contact this advisor

(561) 999-9888noesis-capital.comFirm's SEC record

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

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

  1. Noesis Capital Management Corp.May 2026 to now
  2. Extended Travel - UnemployedJul 2025 to Apr 2026
  3. Amplify Technology, LLCFeb 2025 to Jun 2025
  4. J.P. Morgan Securities LLCJun 2024 to Feb 2025
  5. JPMorgan Chase Bank, N.A.Jun 2024 to Feb 2025
  6. UnemployedApr 2024 to May 2024
  7. Duco Advisors Inc.Oct 2023 to Mar 2024
  8. United Marketplace/Growth FundAug 2023 to Oct 2023
  9. UnemployedJul 2023 to Jul 2023
  10. UBS Financial Services IncFeb 2023 to Jun 2023
  11. AllianceBernstein L.P.Jun 2022 to Feb 2023
  12. Sanford C Bernstein & Co., LLCJun 2022 to Feb 2023
  13. Morgan StanleyMay 2021 to May 2022
  14. UnemployedApr 2020 to Apr 2021
  15. Cbiz Marks PanethJan 2020 to Mar 2020
  16. Emerging Vision IncNov 2019 to Dec 2019
  17. UnemployedAug 2019 to Oct 2019
  18. A A Action Services LLCJun 2019 to Jul 2019
  19. UnemployedApr 2019 to May 2019
  20. Berdon LLPJan 2019 to Mar 2019
  21. UnemployedOct 2018 to Dec 2018
  22. Life Time Athletic IncMay 2018 to Sep 2018
  23. Westwood Country ClubMar 2018 to May 2018
  24. UnemployedJun 2014 to Feb 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

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

Noesis Capital Management Corp

$876.9M
374Clients
8Advisers
31 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

7150417
110819
Advisor's SEC record
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