Agustin Etcheverry
Investment adviser representative at Shellman Investment Management, LLC
14 yearsExperience
1 stateRegistered in
$209.6MFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Shellman Investment Management, LLCFeb 2023 to now
- Shellman S.A.Aug 2020 to Dec 2022
- Universidad De MontevideoMar 2017 to Dec 2022
- The British SchoolsMar 2012 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Shellman Investment Management, LLC
$209.6MAssets managed
134Clients
2Advisers
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
- 7796785
- Firm CRD
- 316579