Sebastian Herdoiza
Investment adviser representative at Storge
10 yearsExperience
1 stateRegistered in
$866.6MFirm assets
7 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
10 years in the industry.
- StorgeFeb 2025 to now
- Avanti Way RealtyJan 2024 to now
- Storge PartnersJan 2024 to now
- Avanti Way GroupOct 2020 to Dec 2023
- Self EmployedDec 2019 to Oct 2020
- University of MiamiAug 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Storge
Legal name: Storge Partners Economic Studies LLC
$866.6MAssets managed
70Clients
3Advisers
7 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
- 8035504
- Firm CRD
- 305395