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Jose Antonio Colberg iturregui

Fsam LLC

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About Jose Antonio Colberg iturregui

Jose Antonio Colberg Iturregui is a registered representative of Fsam LLC. Jose Antonio Colberg Iturregui has been in the industry since October 26, 2018. Jose Antonio Colberg Iturregui is registered with the state of Puerto Rico. Jose Antonio Colberg Iturregui is also registered with the state of Florida, Georgia, Iowa, Massachusetts, New York, Pennsylvania, Texas and Virginia. Before joining Fsam LLC, Jose Antonio Colberg Iturregui was employed by Herbert J. Sims & Co, Inc.

Firm Information

Jose Colberg iturregui 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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Jose Colberg iturregui’s Registration & Firm History

PR

08/03/2020 - Present

Fsam LLC (GUAYNABO PR)

PR

10/16/2018 - 06/03/2020

HERBERT J. SIMS & CO, INC. (GUAYNABO PR)

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Licenses & Designations

BOTH

Issued 07/31/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose Antonio Colberg iturregui.
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