Unclaimed Profile

Juan Ignacio Sosa

PORTFOLIO RESOURCES ADVISOR GROUP, INC.·MIAMI, Florida

SIE, Series 7, Series 24, Series 79TO, Series 99TOClean recordPORTFOLIO RESOURCES ADVISOR GROUP, INC.

800 BRICKELL AVENUE, SUITE 903, MIAMI, FL 33131CRD# 2599288Firm CRD# 144601

Profile Verification

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

Identity

Juan Ignacio Sosa · MIAMI, FL

Registration

CRD #2599288 · PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 79TO

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

CRD 144601 · SEC 801-111808

AUM

$116M

Regulatory assets under management

Employees

362 client accounts

Services offered by PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PORTFOLIO RESOURCES ADVISOR GROUP, INC. →

Introduction

Speak with Juan

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

Not sure if Juan 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 Juan Ignacio Sosa offer?

Juan Ignacio Sosa specializes in Financial Planning, Investment Management. Contact their office in MIAMI, Florida for a consultation.

What are Juan Ignacio Sosa's credentials?

Juan Ignacio Sosa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Juan Ignacio Sosa located?

Juan Ignacio Sosa is based in MIAMI, Florida, working with PORTFOLIO RESOURCES ADVISOR GROUP, INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Juan Ignacio Sosa charge for services?

Juan Ignacio Sosa's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFOLIO RESOURCES ADVISOR GROUP, INC.?

PORTFOLIO RESOURCES ADVISOR GROUP, INC. has approximately 16 employees and manages $116M 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 →