Roberto A Arteaga ascencio
Investment adviser representative at Openarc Corporate Advisory, LLC
11 yearsExperience
1 stateRegistered in
$10.1BFirm assets
1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Openarc Corporate Advisory, LLCSep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2025 to Sep 2025
- Fidelity InvestmentsNov 2022 to Jan 2025
- J.P. Morgan Securities LLCSep 2020 to Nov 2022
- Georgia State UniversityAug 2017 to Dec 2019
- JPMorgan Chase Bank, N.A.May 2017 to Nov 2022
- Georgia Perimeter CollegeAug 2015 to May 2017
- Georgia State UniversityOct 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Openarc Corporate Advisory, LLC
$10.1BAssets managed
3,841Clients
123Advisers
1 yearIn 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
- 7294944
- Firm CRD
- 336837