Unclaimed Profile

James Cavedo Row

ENTORO INVESTMENTS, LLC·HOUSTON, Texas

SIE, Series 7, Series 14, Series 24, Series 28, Series 63, Series 79TO, Series 99TOCFAClean record6 years registeredENTORO INVESTMENTS, LLC

333 WEST LOOP NORTH, HOUSTON, TX 77024CRD# 1751837Firm CRD# 306790

Profile Verification

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

Identity

James Cavedo Row · HOUSTON, TX

Registration

CRD #1751837 · ENTORO INVESTMENTS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

ENTORO ADVISORS

Jun 2023 – present

ENTORO INVESTMENTS, LLC

Feb 2020 – Dec 2023

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 28

Series 63

Series 79TO

Series 99TO

Registration record

First registered · February 7, 2020

Years registered · 6

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENTORO INVESTMENTS, LLC

CRD 306790 · SEC 801-119301

AUM

$5M

Regulatory assets under management

Employees

70 client accounts

Services offered by ENTORO INVESTMENTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ENTORO INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does James Cavedo Row offer?

James Cavedo Row specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are James Cavedo Row's credentials?

James Cavedo Row holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Cavedo Row located?

James Cavedo Row is based in HOUSTON, Texas, working with ENTORO INVESTMENTS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does James Cavedo Row charge for services?

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

How large is ENTORO INVESTMENTS, LLC?

ENTORO INVESTMENTS, LLC has approximately 6 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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