AdvisorOS Directory
Claim Profile
CE

Carlos Alberto Elizondo

VERICIMETRY ADVISORS LLC·GOLETA, California
Unclaimed Profile
972 WEST CAMPUS LANE, GOLETA, CA 93117CRD# 5962014Firm CRD# 157394
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
VERICIMETRY ADVISORS LLC
VERICIMETRY ADVISORS LLC
AUM
$182M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at VERICIMETRY ADVISORS LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5962014
Firm CRD# 157394
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GOLETA?

Browse all registered financial advisors in GOLETA, California or claim this profile if it's yours.

Browse GOLETA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GOLETA
Christopher Hughes Thomas — VERICIMETRY ADVISORS LLCRichard Elliott Smith — VERICIMETRY ADVISORS LLCRobin Sheryl Angel — VERICIMETRY ADVISORS LLCGlenn Robert Silcott — VERICIMETRY ADVISORS LLCJean Albertha Smith — WALPOLE FINANCIAL ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile