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Gonzalo M
Series 66
Miami, FL
Holistic Asset Management, LLC
Gonzalo Maciel Perroni is a financial advisor at Holistic Asset Management, LLC in Miami, FL, holding a Series 66 designation with four years of industry experience. He has held various roles within related Holistic entities since 2015, including consulting and executive positions. In addition to advisory work, he serves as CEO of Holistic Asset Management and Holistic Brokerage, LLC. Holistic Asset Management, LLC is a supported firm with four advisors, focusing on investment advisory services.
Marina A
Series 66
Miami, FL
Holistic Asset Management, LLC
Marina Arias is a financial advisor at Holistic Asset Management, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked at ARG Securities and Crisil Global Research. Prior to her advisory roles, she was associated with Universidad Catolica de Argentina for three years. Holistic Asset Management, LLC is a supported firm with a team of four advisors.
Jason E
Series 65, Series 63
Miami, FL
Holistic Asset Management, LLC
Jason Estrada is a financial advisor with Holistic Asset Management, LLC in Miami, FL. He holds Series 65 and Series 63 licenses and has previous experience at firms including StoneX Group, Inc. and EverTree, LLC. Estrada is part of a team of five advisors at Holistic Asset Management. Holistic Asset Management, LLC serves clients through a team-based approach, focusing on personalized investment strategies.
Andres B
Series 66
Miami, FL
Holistic Asset Management, LLC
Andres Barzilai Sordo is a financial advisor at Holistic Asset Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms including Insight Securities Inc. and Northeast Securities, Inc. He is also a director at Holistic Services SRL and Holistic Brokerage Inc., where he is involved in administrative and operational roles. Holistic Asset Management, LLC is a supported firm with a team of four advisors. The firm offers investment services tailored to its clients, emphasizing a comprehensive approach to asset management.
Jorge A
Series 66
Miami, FL
Holistic Asset Management, LLC
Jorge Angel Harker is a financial advisor at Holistic Asset Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously with Adcap Securities, LLC and Adcap Colombia. Outside of his advisory work, he serves as a director of Angel Kings LLC, a family state planning business in Miami. Holistic Asset Management, LLC is a supported firm with four advisors based in Miami, FL.
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