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.

Jason Estrada is a financial advisor at Holistic Asset Management, LLC in Miami, FL. He holds Series 63 and Series 65 licenses and began his industry career in 2025. His prior experience includes roles at Sardona Global Advisors, LLC, Holistic Brokerage, LLC, Imperial Fund Asset Management LLC, and Emergent Global Investments. Holistic Asset Management, LLC is a supported firm with four advisors.

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 various firms including Insight Securities Inc. and Northeast Securities, Inc. He is also involved in administrative and directorial roles at Holistic Brokerage Inc. and Holistic Services SRL. Holistic Asset Management, LLC is a supported firm with a team of four advisors. The firm provides financial services tailored to its clients through a collaborative approach.

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.