Unclaimed Profile

Ivan Dolz De Espejo

ANDBANC ADVISORY LLC·MIAMI, Florida

Series 65Clean record4 years registeredANDBANC ADVISORY LLC

201 S. BISCAYNE BLVD., MIAMI, FL 33131CRD# 7419936Firm CRD# 150463

Profile Verification

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

Identity

Ivan Dolz De Espejo · MIAMI, FL

Registration

CRD #7419936 · ANDBANC ADVISORY LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ANDBANC ADVISORY LLC

ANDBANC ADVISORY LLC

May 2022 – May 2025

MIAMI, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 4, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANDBANC ADVISORY LLC

CRD 150463 · SEC 801-79716

AUM

$855M

Regulatory assets under management

Employees

441 client accounts

Services offered by ANDBANC ADVISORY LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at ANDBANC ADVISORY LLC →

Introduction

Speak with Ivan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ivan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MIAMI?

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

Browse MIAMI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ivan Dolz De Espejo offer?

Ivan Dolz De Espejo specializes in Investment Management, Retirement Planning, Wealth Management.

What are Ivan Dolz De Espejo's credentials?

Ivan Dolz De Espejo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ivan Dolz De Espejo located?

Ivan Dolz De Espejo is based in MIAMI, Florida, last registered with ANDBANC ADVISORY LLC.

How does Ivan Dolz De Espejo charge for services?

Ivan Dolz De Espejo's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANDBANC ADVISORY LLC?

ANDBANC ADVISORY LLC has approximately 10 employees and manages $855M 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 →