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Pablo Andres Carrillo

Investment adviser representative at Finamex Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$113.9MFirm assets
Under 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

Experience

10 years in the industry.

  1. Finamex Asset Management, LLCNov 2024 to now
  2. Finamex International, LLCAug 2024 to now
  3. Casa De Bolsa FinamexOct 2020 to now
  4. UnemployedJul 2020 to Sep 2020
  5. University of Notre DameAug 2018 to Jul 2020
  6. Bbva BancomerFeb 2016 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

Finamex Asset Management, LLC

$113.9MAssets managed
190Clients
6Advisers
Under 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
7977483
Firm CRD
304260
Advisor's SEC record (opens in a new tab)
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