Juan Buendia (CRD# 1612609) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Hunt Valley, MD and has over 8 years of experience in the finance industry.
CRD# 4574314
Lpl Financial LLC
CRD# 3068985
Avantax Advisory Services
CRD# 2281395
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Asset Strategy Consultants, LLC | Hunt Valley, MD | Mar 2021 - Current | 3 |
| Unemployed | Stevenson, MD | Jul 2020 - Feb 2021 | < 1 |
| Hirtle, Callaghan & Company, LLC | West Conshohocken, PA | Jun 2018 - Jun 2020 | 2 |
| Unemployed | Bronxville, NY | Jan 2018 - Jun 2018 | < 1 |
| Clearbridge Investments | New York, NY | Jul 2015 - Dec 2017 | 2 |
| Legg Mason Investor Services LLC | Stamford, CT | Mar 2015 - Dec 2017 | 2 |
| Legg Mason & Co | Stamford, CT | Mar 2015 - Dec 2017 | 2 |
| Naqvi-van Ness Asset Management LLC | New York, NY | Jan 2012 - Mar 2015 | 3 |
| Independent Consultant/symmetria SA | Buenos Aires, | Aug 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- MD
-
Total Assets Under Management5,407MILLIONS
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$65,939,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
DC, MD, PA, VA
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