TrueAdvisor
TrueAdvisor
LM
LM

Laura Carolina Manzo

Banorte Asset Management, INC.
18 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Banorte Asset Management, INC.
Compensation
Fee-Only (AUM)
Firm Size
17 advisors
Number of Clients
691 clients
Average Client Portfolio
$487K average
Assets Under Management
$336.9M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

Location

5075 Westheimer, Suite 975W, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Laura owns an investment rental property since February 2022. This activity requires minimal time.

Employment History
Current Registrations
Banorte Asset Management, INC.
May 2020 - Present · 5 yrs 9 mos
Banorte Securities International, LTD.Broker
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
UBS Financial Services INC.Broker
April 2018 - June 2020 · 2 yrs 2 mos
UBS Financial Services INC.
April 2018 - June 2020 · 2 yrs 2 mos
Raymond James & Associates, INC.Broker
September 2016 - April 2018 · 1 yr 7 mos
Raymond James & Associates, INC.
September 2016 - April 2018 · 1 yr 7 mos
Deutsche Bank Securities INC.Broker
July 2016 - September 2016 · 2 mos
Deutsche Bank Securities INC.
July 2016 - September 2016 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2013 - May 2015 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2013 - May 2015 · 1 yr 7 mos
Amegy Investments, INC.
September 2008 - May 2012 · 3 yrs 8 mos
Amegy Investments, INC.Broker
September 2008 - May 2012 · 3 yrs 8 mos
Zions Direct, INC.Broker
May 2006 - October 2010 · 4 yrs 5 mos
Amegy Investments, INC.Broker
May 2006 - December 2006 · 7 mos
Bbva Investments INC.Broker
August 2005 - April 2006 · 8 mos
UBS International INC.Broker
December 2004 - July 2005 · 7 mos
Banc One Securities CorporationBroker
June 2004 - October 2004 · 4 mos
State Registrations3 states
FLNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.