Carlos Anllo II
Advisor at Greenwood Family Advisors LLC — Miami, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
20 years
Location
Miami, FL 33131
Greenwood Family Advisors LLC
Supported
Total advisors
3Clients per advisor
5 Very LowAvg AUM per client
$20,984,236 Very HighHNW client ratio
87% Very HighCarlos Anllo II is a financial advisor at Greenwood Family Advisors LLC with 20 years of industry experience. He previously worked at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities Inc, totaling 15 years in those roles. Outside of his advisory work, Mr. Anllo serves as a Director and President of Bay Consultants Inc., a consulting firm unrelated to investment services. Greenwood Family Advisors provides family-office-style, non-discretionary investment advisory services to a select group of high-net-worth individuals, families, and related entities. The firm manages approximately $327.1 million in assets, focusing on customized asset allocation, consolidated reporting, and coordination among multiple financial intermediaries.
Based on Greenwood Family Advisors LLC
Based on Greenwood Family Advisors LLC
Based on Greenwood Family Advisors LLC
Flat fees charged for consulting, financial planning, estate planning, ad-hoc projects, and consolidated reporting services; amounts negotiated per project/client
Hourly fees charged for consulting, financial planning, estate planning, and ad-hoc projects as negotiated
Performance-based fees not currently charged but may be agreed upon with qualified clients
Account minimum: $5,000,000
Miami, FL
1395 Brickell Ave, Suite 800
Miami FL 33131
Advisors at this office
3
Florida
20 years of industry experience
Greenwood Family Advisors LLC
2019 - Present • 7 years
Miami, FL
J.P. Morgan Chase Bank, NA
2016 - 2019 • 3 years
New York, NY
J P Morgan Securities Inc
2007 - 2019 • 12 years
New York, NY
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