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Julio Lopez-brito

Sensible Money, LLC

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About Julio Lopez-brito

Julio Lopez-brito is a financial advisor registered with Sensible Money, LLC. Julio has been in the financial services industry since 2009. Julio holds Series 6, 63 and 65 licenses. Julio is also a Certified Financial Planner (CFP). Sensible Money, LLC is an investment advisor with a focus on financial planning and portfolio management for individuals. The firm primarily works with high-net-worth individuals and individuals other than high-net-worth. Sensible Money, LLC has 10 investment advisor representatives.

Firm Information

Julio Lopez-brito is currently registered with Sensible Money, LLC. Sensible Money, LLC is an investment advisor registered with the SEC, headquartered in Scottsdale, Arizona. They offer financial planning and portfolio management services to individuals and families, including high-net-worth individuals. They also provide selection of other advisors services. Sensible Money manages over $515 million in assets for 1,221 clients.
Sensible Money, LLC

4200 N MARSHALL WAY

SCOTTSDALE, AZ 85251

$515.48M

Assets Under Management

66

Total Clients

11

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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Julio Lopez-brito’s Registration & Firm History

AZ

12/06/2021 - Present

Sensible Money, LLC (SCOTTSDALE AZ)

FL

09/03/2016 - 02/05/2018

NYLIFE SECURITIES LLC (MIAMI FL)

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Licenses & Designations

IA

Issued 02/28/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julio Lopez-brito.
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