Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Agustin? Claim Your ProfileAgustin Etcheverry is a registered investment advisor representative of Shellman Investment Management, LLC, a firm based in Coral Gables, FL. Agustin is a registered Investment Advisor in the state of Florida and holds the Series 65 designation. Agustin has been in the industry since August 2020, and has prior experience working for Shellman S.A. in Montevideo and Banco Itau in Montevideo. Shellman Investment Management, LLC has a total of 135 clients, with a total of $139,445,177 under management. The firm offers a variety of services, including portfolio management for individuals, with the majority of their clients being high-net-worth individuals. The firm's compensation arrangements are based on a percentage of assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
FL
09/25/2023 - Present
Shellman Investment Management, LLC (CORAL GABLES FL)
IA
Issued 06/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Agustin Etcheverry is the right advisor for you? Invested Better is here to help.
