Unclaimed Profile

Carlos Alberto Elizondo

VERICIMETRY ADVISORS LLC·GOLETA, California

Clean recordVERICIMETRY ADVISORS LLC

972 WEST CAMPUS LANE, GOLETA, CA 93117CRD# 5962014Firm CRD# 157394

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carlos Alberto Elizondo · GOLETA, CA

Registration

CRD #5962014 · VERICIMETRY ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carlos Alberto Elizondo is a registered financial advisor based in GOLETA, California, affiliated with VERICIMETRY ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

VERICIMETRY ADVISORS LLC

AUM

$182M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VERICIMETRY ADVISORS LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5962014

Firm CRD# 157394

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carlos Alberto Elizondo offer?

Carlos Alberto Elizondo specializes in Investment Management, Fee-Only Advisory. Contact their office in GOLETA, California for a consultation.

What are Carlos Alberto Elizondo's credentials?

Carlos Alberto Elizondo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carlos Alberto Elizondo located?

Carlos Alberto Elizondo is based in GOLETA, California, working with VERICIMETRY ADVISORS LLC. Their office serves clients in the GOLETA metropolitan area and surrounding communities.

How does Carlos Alberto Elizondo charge for services?

Carlos Alberto Elizondo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERICIMETRY ADVISORS LLC?

VERICIMETRY ADVISORS LLC has approximately 5 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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