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Sergio Alfredo Urrutia is a financial advisor professional located in Port St Lucie, FL. They specialize in financial advisory. With over 6 years of experience, they bring deep expertise to every client.
Sergio Alfredo Urrutia - Knights Of Columbus Asset Advisors Llc holds an active professional license (FINRA CRD) for your protection.
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Sergio Alfredo Urrutia operates Knights Of Columbus Asset Advisors Llc in Port St Lucie, FL. With 6 years in the financial advisory field, he brings experience in helping clients navigate their financial planning needs. His practice is registered with FINRA, the Financial Industry Regulatory Authority, which oversees investment professionals and broker-dealers across the United States.
Sergio Alfredo Urrutia holds a FINRA CRD registration, which indicates he is registered with the Financial Industry Regulatory Authority. This registration means he operates under FINRA's regulatory oversight and must comply with industry standards for conduct and client protection. A FINRA CRD registration allows professionals to offer investment advice and securities services, subject to ongoing compliance requirements and periodic audits. This credential signals that the advisor operates within established regulatory frameworks designed to protect investors.