Fernando Jose Lanus
Investment adviser representative at Balanz
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- BalanzNov 2025 to now
- Balanz Capital USA LLCJun 2025 to now
- Self EmployedNov 2024 to Jun 2025
- The Martin Trust Center for Mit EntrepreneurshipJul 2024 to Nov 2024
- Massachusetts Institute of TechnologyJun 2023 to May 2024
- Tpcg Valores S.A.U.Oct 2019 to May 2023
- Adcap Securities Argentina S.A.Nov 2009 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 8123170
- Firm CRD
- 322263