Unclaimed Profile

Jorge A. Piedrahita

BALANZ ADVISORS LLC·MIAMI, Florida

SIE, Series 3, Series 4, Series 7, Series 24, Series 63, Series 65, Series 79, Series 86Clean record2 years registeredBALANZ ADVISORS LLC

1441 BRICKELL AVENUE, MIAMI, FL 33131CRD# 2454745Firm CRD# 322263

Profile Verification

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

Identity

Jorge A. Piedrahita · MIAMI, FL

Registration

CRD #2454745 · BALANZ ADVISORS LLC · 2 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BALANZ ADVISORS LLC

BALANZ

Sep 2023 – Nov 2024

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 63

Series 65

Series 79

Series 86

Registration record

First registered · September 13, 2023

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALANZ ADVISORS LLC

CRD 322263 · SEC 801-126818

AUM

$266M

Regulatory assets under management

Employees

62 client accounts

Services offered by BALANZ ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BALANZ ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jorge A. Piedrahita offer?

Jorge A. Piedrahita specializes in Investment Management, Fee-Only Advisory.

What are Jorge A. Piedrahita's credentials?

Jorge A. Piedrahita is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jorge A. Piedrahita located?

Jorge A. Piedrahita is based in MIAMI, Florida, last registered with BALANZ ADVISORS LLC.

How does Jorge A. Piedrahita charge for services?

Jorge A. Piedrahita'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 BALANZ ADVISORS LLC?

BALANZ ADVISORS LLC has approximately 9 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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