Patricio Arias sartorius
Investment adviser representative at Monex Asset Management, Inc.
12 yearsExperience
1 stateRegistered in
$650.9MFirm assets
5 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Monex Asset Management, Inc.Jan 2023 to now
- Monex Securities, Inc.Jul 2020 to now
- University of HoustonAug 2019 to now
- Sheridan CollegeJan 2019 to Sep 2019
- Prosoltek S.A. De C.V.Jun 2018 to Jan 2019
- Hult International Business SchoolSep 2017 to Jun 2018
- UnemployedMay 2017 to Aug 2017
- The Woodlands High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Monex Asset Management, Inc.
$650.9MAssets managed
599Clients
17Advisers
5 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
- 7240921
- Firm CRD
- 148123