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Catalina Sanchez

Bancolombia Capital Advisers LLC

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About Catalina Sanchez

Catalina Sanchez is a financial advisor working with Bancolombia Capital Advisers LLC, providing financial advice to individuals, businesses, and charitable organizations. Catalina has been in the financial services industry since 2015 and is licensed to practice in multiple states, including Florida, Delaware, Maryland, New York, South Carolina, Texas, Virginia, and Wyoming. Catalina has experience working with various financial institutions, including Citigroup Global Markets Inc., Wells Fargo Clearing Services, LLC, and Oppenheimer & Co. Inc. Catalina Sanchez has a Series 7 and Series 66 securities license and is committed to helping clients achieve their financial goals.

Firm Information

Catalina Sanchez is currently registered with Bancolombia Capital Advisers LLC. Bancolombia Capital Advisers LLC is a Miami, Florida-based investment advisor managing over $162.6 million in client assets. The firm provides portfolio management services to businesses, individuals, corporations, banking institutions, and charitable organizations. They also offer wrap fee program participation and primarily serve high-net-worth individuals, corporations, and banks.
Bancolombia Capital Advisers LLC

1221 BRICKELL AVENUE

MIAMI, FL 33131

$162.58M

Assets Under Management

Not reported

Total Clients

4

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Catalina Sanchez’s Registration & Firm History

FL

05/04/2023 - Present

Bancolombia Capital Advisers LLC (MIAMI FL)

FL

05/05/2021 - 04/26/2023

CITIGROUP GLOBAL MARKETS INC. (Miami FL)

PR

09/20/2021 - 08/19/2022

CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)

FL

05/20/2021 - 07/27/2021

CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)

FL

04/11/2017 - 03/25/2021

WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)

FL

09/25/2015 - 04/04/2017

OPPENHEIMER & CO. INC. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 11/14/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Catalina Sanchez.
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