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Carlos Anllo

Greenwood Family Advisors LLC

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About Carlos Anllo

Carlos Anllo is a registered Investment Advisor Representative with Greenwood Family Advisors LLC, a firm based in Miami, FL. Carlos Anllo has been in the industry since 2003 and holds Series 7, Series 63, and Series 65 licenses. His expertise includes portfolio management for individuals and selection of other advisors. Carlos Anllo has been with Greenwood Family Advisors LLC since 2019. Before that, Carlos Anllo was employed by J.P. MORGAN SECURITIES LLC and J.P. MORGAN SECURITIES INC. Carlos Anllo also serves as a Director of Bay Consultants Inc., a consulting firm.

Firm Information

Carlos Anllo is currently registered with Greenwood Family Advisors LLC. Greenwood Family Advisors LLC is a Miami, FL-based investment advisor that provides portfolio management services for individuals and corporations. The firm manages approximately $254,778,359 in assets for 81 accounts. Greenwood Family Advisors LLC also selects other advisors for clients.
Greenwood Family Advisors LLC

1395 BRICKELL AVE

MIAMI, FL 33131

$254.78M

Assets Under Management

5

Total Clients

3

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting fees

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Carlos Anllo’s Registration & Firm History

FL

04/06/2020 - Present

Greenwood Family Advisors LLC (MIAMI FL)

FL

10/01/2008 - 05/14/2019

J.P. MORGAN SECURITIES LLC (MIAMI FL)

NY

10/19/2007 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

02/17/2003 - 07/26/2005

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/17/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/28/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carlos Anllo.
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