John Debrito
Investment adviser representative at Balanz
10 yearsExperience
2 statesRegistered in
$152.6MFirm assets
3 yearsFirm in business
Are you John Debrito? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- BalanzMar 2026 to now
- Balanz Advisors, LLCMar 2026 to now
- Balanz Capital USA LLCMar 2026 to now
- Eagle Strategies LLCFeb 2026 to Mar 2026
- Nylife Securities LLCJan 2025 to Mar 2026
- New York Life Insurance CompanyOct 2024 to Mar 2026
- JPMorgan Chase Bank, N.A>Mar 2021 to Aug 2024
- TD Bank, N.A.Jan 2020 to Mar 2021
- Hersha HospitalityOct 2018 to Jan 2020
- Emmanuel CollegeAug 2018 to May 2019
- Region 12 SchoolsAug 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
Balanz
Legal name: Balanz Advisors LLC
$152.6MAssets managed
66Clients
8Advisers
3 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
- 7367627
- Firm CRD
- 322263