Investment adviser representative · Azzendo Wealth Advisors
Ana C. Arguello
CRD 6643845 · Coral Gables, FL
At a glance
Ana C. Arguello is an investment adviser representative with Azzendo Wealth Advisors in Coral Gables, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ana’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Azzendo Wealth AdvisorsSince May 2016Coral Gables, FL · $300M in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ana’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Azzendo Wealth Advisors
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- Alejandro R. GrilloCoral Gables
- Catherina M. ParetoCoral Gables · Certified Financial Planner
- Alexandra C. ValdesCoral Gables
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