Mateo Botran johanis
Investment adviser representative at Finaccess Advisors LLC
18 yearsExperience
1 stateRegistered in
$4.1BFirm assets
16 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Finaccess Advisors LLCNov 2025 to now
- AlyathSep 2025 to Nov 2025
- Bulltick LLCJun 2025 to Jul 2025
- P.C. Rossin College of Engineering and Applied Science At LehighJan 2025 to May 2025
- N1coJun 2024 to Jul 2024
- SpectrumMay 2021 to Aug 2021
- Lehigh UniversityJan 2021 to May 2025
- UnemployedJun 2020 to Jan 2021
- Pacific Capital & ManntraMay 2019 to May 2019
- Colegio Americano De GuatemalaJan 2008 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Finaccess Advisors LLC
$4.1BAssets managed
101Clients
7Advisers
16 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
- 8303506
- Firm CRD
- 150697