Diego Carus garrido
Investment adviser representative at Monex Asset Management, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$650.9MFirm assets
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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
10 years in the industry.
- Monex Asset Management, Inc.Jul 2022 to now
- Monex Securities, Inc.Jul 2022 to now
- Capgor Sapi De CvAug 2021 to Jun 2022
- Universidad Anahuac MexicoJan 2017 to May 2021
- Arkafin S.A.P.I. De C.V.,sofom, E.N.R.Oct 2016 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent 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
- 7596398
- Firm CRD
- 148123