Unclaimed Profile

Roberto Sanchez

GLOBESCAN CAPITAL, INC.·HOUSTON, Texas

SIE, Series 7, Series 24, Series 63, Series 65, Series 66, Series 99TOClean record17 years registeredGLOBESCAN CAPITAL, INC.

7880 SAN FELIPE ST., HOUSTON, TX 77063CRD# 2932548Firm CRD# 115696

Profile Verification

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

Identity

Roberto Sanchez · HOUSTON, TX

Registration

CRD #2932548 · GLOBESCAN CAPITAL, INC. · 17 years registered

Brand Profile

Not yet started

Career History

OPPENHEIMER & CO. INC.

Mar 2022 – present

GCI INVESTORS

Sep 2020 – Mar 2022

HOUSTON, TX

TITLEIST ASSET MANAGEMENT, LTD.

Jan 2014 – Mar 2020

Fulshear, TX

TITLEIST ASSET MANAGEMENT, LTD.

Sep 2013 – Oct 2013

HOUSTON, TX

ARGENTUS ADVISORS, LLC

Sep 2011 – Feb 2014

GIG HARBOR, WA

OAKVIEW CAPITAL MANAGEMENT, L.P.

May 2009 – Jan 2013

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Series 99TO

Registration record

First registered · May 26, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBESCAN CAPITAL, INC.

CRD 115696 · SEC 801-120996

AUM

$5M

Regulatory assets under management

Employees

3 client accounts

Services offered by GLOBESCAN CAPITAL, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GLOBESCAN CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does Roberto Sanchez offer?

Roberto Sanchez specializes in Investment Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are Roberto Sanchez's credentials?

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

Where is Roberto Sanchez located?

Roberto Sanchez is based in HOUSTON, Texas, working with GLOBESCAN CAPITAL, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Roberto Sanchez charge for services?

Roberto Sanchez'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 GLOBESCAN CAPITAL, INC.?

GLOBESCAN CAPITAL, INC. has approximately 2 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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