Unclaimed Profile

Robert Mazuelos

MERCATOR ASSET MANAGEMENT LP·BOCA RATON, Florida

Series 65Clean record8 years registeredMERCATOR ASSET MANAGEMENT LP

5200 TOWN CENTER CIRCLE, BOCA RATON, FL 33486-1018CRD# 5818400Firm CRD# 107332

Profile Verification

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

Identity

Robert Mazuelos · BOCA RATON, FL

Registration

CRD #5818400 · MERCATOR ASSET MANAGEMENT LP · 8 years registered

Brand Profile

Not yet started

Career History

MAZUELOS & COMPANY WEALTH MANAGEMENT

Sep 2021 – present

WINSTON & COMPANY, INC.

Nov 2017 – Mar 2022

Fort Lauderdale, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 29, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERCATOR ASSET MANAGEMENT LP

CRD 107332 · SEC 801-50347

AUM

$1.7B

Regulatory assets under management

Employees

8 client accounts

Services offered by MERCATOR ASSET MANAGEMENT LP

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at MERCATOR ASSET MANAGEMENT LP →

Introduction

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Frequently Asked Questions

What services does Robert Mazuelos offer?

Robert Mazuelos specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOCA RATON, Florida for a consultation.

What are Robert Mazuelos's credentials?

Robert Mazuelos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Mazuelos located?

Robert Mazuelos is based in BOCA RATON, Florida, working with MERCATOR ASSET MANAGEMENT LP. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Robert Mazuelos charge for services?

Robert Mazuelos'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 MERCATOR ASSET MANAGEMENT LP?

MERCATOR ASSET MANAGEMENT LP has approximately 14 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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