Rafael Leonardo Mendoza
Investment adviser representative at Balanz
10 yearsExperience
1 stateRegistered in
$152.6MFirm 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 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.
- BalanzJul 2026 to now
- Balanz Advisors LLCJul 2026 to now
- Balanz Capital USA LLCJul 2026 to now
- Blacktoro LLCJun 2024 to Jul 2026
- Semper LaserDec 2023 to May 2024
- Ame PowerFeb 2023 to Oct 2023
- Agoa LLCJul 2021 to Jan 2023
- Agoa SRLJan 2016 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7977510
- Firm CRD
- 322263