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Andrea Mercedes Nogueroles

Investment adviser representative at Portfolio Resources Advisor Group, Inc.
15 yearsExperience
1 stateRegistered in
$121.9MFirm assets
9 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 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
  • Seminars and workshops

Experience

15 years in the industry.

  1. Portfolio Resources Advisor Group, Inc.Jun 2022 to now
  2. Portfolio Resources GroupNov 2021 to now
  3. Latin American HoldingsFeb 2021 to now
  4. Clinica Estetica Amanon SpaSep 2020 to Jan 2021
  5. StudentJan 2011 to Aug 2020

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

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

Portfolio Resources Advisor Group, Inc.

$121.9MAssets managed
349Clients
11Advisers
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
7466081
Firm CRD
144601
Advisor's SEC record (opens in a new tab)
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