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Cesar Munoz velez

Fsam LLC

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About Cesar Munoz velez

Cesar Munoz velez is a financial advisor with over 15 years of experience in the industry. Cesar is currently registered with Fsam LLC. Cesar has experience working with various clients including individuals, high-net-worth individuals, corporations, and pension plans. Cesar’s previous experience includes time with RD CAPITAL GROUP, INC. and Ameriprise Financial Services, Inc. Cesar has a strong track record of providing comprehensive financial advice and portfolio management services to clients.

Firm Information

Cesar Munoz velez is currently registered with Fsam LLC. Fsam LLC is an investment advisor headquartered in ALPHARETTA, GA, with a total of 13 registered representatives. They manage approximately $71,457,869 in regulatory assets under management for a total of 171 clients. Fsam LLC primarily serves individuals, corporations, pension and profit sharing plans, charitable organizations, and high-net-worth individuals. Their advisory services include portfolio management for individuals and selection of other advisers.
Fsam LLC

1720 WINDWARD CONCOURSE

ALPHARETTA, GA 30005

$71.46M

Assets Under Management

Not reported

Total Clients

16

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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percentage of assets

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

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Cesar Munoz velez’s Registration & Firm History

PR

11/27/2024 - Present

Fsam LLC (GUAYNABO PR)

FL

02/11/2009 - 12/31/2023

RD CAPITAL GROUP, INC. (MIAMI FL)

FL

11/13/2007 - 02/29/2008

AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)

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Licenses & Designations

IA

Issued 08/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 07/14/2011

Series 4 - Registered Options Principal Examination

BC

Issued 05/20/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cesar Munoz velez.
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