Unclaimed Profile

Mauricio Fernando Cevallos

LATTICE STRATEGIES LLC·SAN FRANCISCO, California

Clean recordLATTICE STRATEGIES LLC

101 MONTGOMERY ST, SAN FRANCISCO, CA 94104CRD# 4331811Firm CRD# 130373

Profile Verification

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

Identity

Mauricio Fernando Cevallos · SAN FRANCISCO, CA

Registration

CRD #4331811 · LATTICE STRATEGIES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mauricio Fernando Cevallos is a registered financial advisor based in SAN FRANCISCO, California, affiliated with LATTICE STRATEGIES 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

LATTICE STRATEGIES LLC

HARTFORD FUNDS

AUM

$2.1B

Regulatory assets under management

Employees

384

Total firm employees

View all advisors at LATTICE STRATEGIES LLC →

Services

Portfolio management (pooled investments)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4331811

Firm CRD# 130373

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mauricio Fernando Cevallos offer?

Mauricio Fernando Cevallos specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are Mauricio Fernando Cevallos's credentials?

Mauricio Fernando Cevallos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mauricio Fernando Cevallos located?

Mauricio Fernando Cevallos is based in SAN FRANCISCO, California, working with LATTICE STRATEGIES LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Mauricio Fernando Cevallos charge for services?

Mauricio Fernando Cevallos'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 LATTICE STRATEGIES LLC?

LATTICE STRATEGIES LLC has approximately 384 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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